A Standalone Retirement Trust Can Safeguard Your IRA Beneficiaries

A Standalone Retirement Trust Can Safeguard Your IRA Beneficiaries

A Standalone Retirement Trust solves a number of issues related to leaving behind tax-qualified retirement accounts as an inheritance to non-spousal beneficiaries. In other words, leaving unspent funds from an IRA or 401k directly to your loved ones has some downsides.  People with IRAs, 401ks, and similar accounts,...
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Tips on How You Can Protect Your Family Against the Coronavirus

Tips on How You Can Protect Your Family Against the Coronavirus

As we shared in our recent law firm announcement, we can no longer ignore the fact that the COVID-19 virus is spreading at an alarming rate around the world. Even with its unprecedented spread, however, there are still many precautions that we can take to protect ourselves, as well as our aging and at risk loved...
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How the New SECURE Act Will Affect Trust-Based Estate Planning

How the New SECURE Act Will Affect Trust-Based Estate Planning

Trusts are a highly advantageous component of estate planning for millions of Americans. A new comprehensive retirement reform, however, has changed the rules in ways that may require immediate attention.  Last year, Congress passed the Setting Every Community Up for Retirement Enhancement Act, also known as the...
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Tips for Talking to Your Aging Parents About Senior Scams

Tips for Talking to Your Aging Parents About Senior Scams

Did you know that statistics surrounding seniors and scams continue to rise? Research shows us that the alarming trend of scammers targeting the older generation increases each year, and shows no sign of stopping. From telephone solicitors to email scams to print mail efforts, there are multiple ways that criminals...
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Does a New Decade Mean You Should Review Old Estate Plans?

Does a New Decade Mean You Should Review Old Estate Plans?

An estate plan is something each of us needs in our lives to ensure that we are protected against any circumstance. Unfortunately, for the majority of Americans today, research continues to tell us that they have not begun to complete the estate plan that they need. When you have an estate plan, however, what you may...
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5 Trust Funding Dos and Don’ts In The New Year

5 Trust Funding Dos and Don’ts In The New Year

Do you have an estate plan right now or are you considering creating one this year? Does it include trust planning? Trust agreements can be a powerful tool in your estate planning arsenal. Depending on the type of trust you create with your estate planning attorney there are many goals you can create and achieve. For...
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