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Stretch in a Retirement Trust

Benefits of the "Stretch" in a Standalone Retirement Trust

Instead of naming an individual as a beneficiary for your retirement account, you can help that savings grow even more by naming a standalone retirement trust. The trust then provides for your beneficiaries and distributes money each year. Some of th… Read More
Categories: Trusts
Older person, hand being held

Providing for Parents in Trust

In 2015, NPR aired a segment on issues facing women in retirement. One of the points made is the lack of saving by many women combined with a longer life expectancy. Added to that is a complication of our mobile society: although years ago the childr… Read More
Categories: Trusts, Wills
porsche

A Fast (but not Furious) Chat about Wills and Wrongful Death

Some people say to me, “But I don’t need a will; I don’t have anything.” For a few people, this might apply; those persons might not now have anything in their estates that needs to be handled with a formal plan. One concern, though, is that… Read More