What do you do with an IRA during Probate?

Lori Ashmore Peters
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Helping Dallas area families with all of their legal Estate Planning, Probate and Business Planning needs.

During the Probate process of a loved ones estate, you need to be very careful with how to handle an IRA (Individual retirement account). If you do not handle it properly, there is a chance that you can create an immediate taxation on the entire amount of the IRA.

Please speak with a qualified Probate Attorney for more information.

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If you find yourself involved in the confusing probate process help is available. Contact us online or call our Dallas office directly at 214.559.7202 to schedule your free consultation with our experienced probate attorney.