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Trusts

Tips to Beat Income Tax on Retirement Accounts

Tips to Beat Income Tax on Retirement Accounts

3 Tips to Beat Income Tax on Retirement AccountsWhen doing estate planning, can you get more out of your retirement accounts for your heirs?These days clients commonly have large portions of their estates in retirement accounts. Many have contributed to their accounts...
5 Useful Features for an Asset Protection Trust

5 Useful Features for an Asset Protection Trust

When designing a trust to protect assets against nursing home spend-down, lawsuits, scam artists, undue influence from family or acquaintances, or other hazards, we use certain features over and over again. These features make the trust more user-friendly, allowing...