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Trusts

2002, 2020

The SECURE Act: Is a trust still a good idea?

 

Many IRA owners have named trusts as their IRA beneficiaries. You may be one. Trusts offer control from the grave and can be a smart choice, especially to protect beneficiaries who may be minors, have special needs or simply are not good with money; however, naming a trust as an IRA beneficiary has always had […]

1307, 2018

Gary L. Swingle CPA/PFS Joins Firm as a Non-Legal Consultant

Charleston, W.Va. (July 1, 2018) — Kay Casto & Chaney PLLC is pleased to announce that Gary L. Swingle CPA/PFS has joined the firm as a non-legal consultant and professional staff member assisting attorneys in the Private Company/Individual Wealth Preservation and Transfer Area of the taxes, estates, and trusts group.

Mr. Swingle is a Certified Public Accountant (CPA) […]