Hunt & Associates P.C.

Jul 18, 2017

Standalone Retirement Trusts and Estate Planning

Piggy bankIn a recent blog, we discussed the advantages of incorporating your retirement plan (i.e., pension plans, 401(k) plans, employer established IRA plans, etc.) into your overall estate plan. As we discussed, this can be a complex matter because the tax advantages which are accorded to retirement accounts are generally not extended to heirs or designated beneficiaries once the retirement account owner has died.

By way of summary, we have identified three goals you may … Read more