Retirement Trust | Estate Plan Pros

Recent legal changes put your retirement at risk.

Your retirement account can easily be the largest portion of your estate.  And, with the power of tax free growth, it can be the most valuable thing you pass on to your spouse and children. 

But the power of continued tax free growth is not guaranteed, and can easily be lost by your spouse and children.  Your retirement account can just as easily go to unintended beneficiaries if your surviving spouse remarries, for example, or your child may lose a large chunk in a divorce.

Additionally, the U.S. Supreme court decided in 2014 that inherited retirement accounts are no longer protected from creditors. 

The solution: a cutting-edge Retirement Trust designed based on recent IRS rulings and regulations.  If you have more than $150,000 in retirement assets, a Retirement Trust can ultimately save and protect literally millions of dollars for your family.

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