Retirement Accounts

Learn how retirement accounts integrate with estate planning to help secure your family's financial future. Discover tax benefits and beneficiary strategies.

What happens to retirement accounts when you die?

When you die, retirement accounts typically pass directly to your named beneficiaries, bypassing probate. This allows for faster, private transfer of funds. However, beneficiaries may face tax implications and required distribution rules depending on the account type and their relationship to you.

Trusts

5 Assets Not for Trusts: What Not to Fund in Your Trust

Some assets just aren’t trust material. Here’s a list of five assets not for trusts—five things to keep out and why.

SimplyTrust EditorialJuly 7, 2025