Learn More About Your Estate Planning Options in Our Collection of Informative Articles

A Retirement Protector Trust is a trust that acts as a shield or barrier to insulate the principal of your IRA, 401 (k) or oth­er qualified retirement account from the trust beneficiary's creditors, a bankruptcy, a lawsuit, or a divorcing spouse after they inherit the accounts from you.

Proactive Planning with a Spousal Lifetime Access Trust

Proposed Estate Tax Law Change Could Affect Your Plans for Protecting Your Family