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Retirement Accounts in Estate Planning: A Primer

Estate Planning Retirement Planning, Standalone Retirement Trust,

A majority of Americans' wealth is comprised of retirement account assets. A simple "fill-in-the-blank" beneficiary designation form will likely not meet your client's goals or their beneficiaries' needs. Review some fundamentals for planning with these unique assets, including the benefits of using Standalone Retirement Trusts, by downloading our article.

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