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Estate Planning with IRA's

Standalone Retirement Trusts: A Crucial Component of Estate Planning

Posted on: December 14th, 2016
For most Americans, the majority of one’s wealth is held in retirement accounts. When it comes to inheritance and estate planning, special considerations are necessary to ensure that these assets are protected and distributed according to the account holder’s wishes. It’s critical for law practices to have knowledge of all the options available for retirement asset transfer, in order to best serve client needs in this area....

Should I Name My Trust beneficiary of my IRA?

Posted on: December 23rd, 2013
Conduit vs. Accumulation Stretch IRA RMD 5 year payout...

Six Biggest IRA Beneficiary Form Mistakes

Posted on: March 13th, 2013
Americans hold nearly $15 Trillion in IRA’s and other qualified plans. If you have a retirement plan you have made a series of very wise deci­sions. Now you must take steps to protect and preserve what you have worked so hard for. ...
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