September 2023

Your IRA and Estate Planning

On behalf of Law Offices of Frye, Fortich & Garcia, P.L. | September19, 2023 | Estate Planning

It is never too early to create your estate plan to protect and provide for your loved ones. Wills, trusts, and other legal tools enable you to make your wishes known regarding the distribution of property to your heirs. However, it is also important to understand how your Individual Retirement Account (also known as IRA) works in connection with your estate plan.

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  • I have known and worked with Austin Frye and his team since 2008. In that time he has helped serve both my business and personal legal planning needs. From guidance on reviewing and keeping shareholder and state documentation up to date... — Robert
  • I have known and worked with Austin Frye and his team since 2008. In that time he has helped serve both my business and personal legal planning needs. From guidance on reviewing and keeping shareholder and state documentation up to date.. — Robert
  • It is difficult enough to cope with the emotional challenges of closing a parent’s estate, and when you are also faced with the issue of your parents having insufficient documentation, and being remote from your siblings... — Zara L.
  • Austin Frye provided legal services to my father while alive and to his estate after his death; when showing the EP docs his firm prepared to other professionals (lawyers, financial advisors, accountants)... — Mark S
  • I’ve been a client of Austin Frye’s for over 10 years. In that time, he’s handled my estate/trust planning and asset protection as well as complicated business deals. — Leslie
  • Mr. Frye recently set up a complicated special needs trust for my son and, as usual, did a great job explaining it and in putting our minds at ease about our son’s future well-being. — Dr. Howard

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