Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the asset protection of such plans and how a trust may be used to provide asset protection.
- Beneficiary Designations and the SECURE Act: Prior Designations - May 5, 2021
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries - May 1, 2021
- Updating Your Plan: Powers of Attorney - January 17, 2021