Estate Planning Blog
When you think of an IRA, you probably think of retirement. But what happens to your IRA money after you’re gone? The answer depends on how you go about creating your estate plan and selecting beneficiaries. You might be surprised
During your lifetime, your retirement account has asset protection, but as soon as you pass that account to a loved one, that protection evaporates. One lawsuit and POOF! Your lifelong, hard-earned savings could be gone. Fortunately, there is an answer.
If your clients choose to use a Standalone Retirement Trust (SRT) to provide asset protection benefits for their beneficiaries, then the tax-related asset allocation strategy would be essentially the same as without an SRT, with one small exception. Consider skewing