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Trusts

Suitability of an Asset Protection Trust

When, and for whom, is it the right choice? In the past, trusts were seen primarily as a means of transferring wealth from high net worth clients to their loved ones.  In recent years, innovations in trust planning have made them useful in the estates of middle-class...

Why use an IRA trust?

Qualified retirement plans, like IRAs, can have superior advantages when left to a loved one. Chief among those advantages is the ability to “stretch” distributions, which can double or triple the lifetime value to the beneficiaries. But your plan to leave retirement...