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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