Charitable Planning with Retirement Accounts
It Ought to be Simpler than This!
I have patience for those tasks that I expect ahead of time will be difficult to complete. I have less patience for those tasks that I expect to be easy, and turn out to be difficult. This is sometimes the case with various estate planning and administration matters. Consider the following common planning scenario that one might expect to be simple to implement, but in actual legal practice is difficult to implement: