It can be challenging to find legal information that is free from jargon and confusing references. Our Carlsbad law firm has taken the time to help educate the southern California community with this collection of short essays. Please browse through our library to learn how careful estate planning can best protect your loved ones.
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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.What is a Retirement Protector Trust (aka Retirement Plan Trust)?
Proactive Planning with a Spousal Lifetime Access Trust
Proposed Estate Tax Law Change Could Affect Your Plans for Protecting Your Family