Trusts & Estates
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Trusts & Estates
Retirement Accounts in Estate Planning: A Primer
A majority of Americans' wealth is comprised of retirement account assets. A simple "fill-in-the-blank" beneficiary designation form will likely not meet your client's goals or their beneficiaries' needs. Review some fundamentals for planning with these unique assets, including the benefits of using Standalone Retirement Trusts, by downloading our article.
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Standalone Retirement Trusts: A Crucial Component of Estate Planning
Standalone Retirement Trusts should be part of estate planning for any client with retirement assets. Learn why in this Insight Brief.
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New Law Provides Certainty for Charitable Distributions from IRAs
Download this Insight Brief to learn more about the PATH Act of 2015 and requirements to take advantage of this tax break.
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