Trusts & Estates

For most Americans, the majority of one’s wealth is now held in retirement accounts. When it comes to inheritance and estate planning, special considerations are necessary to ensure that these assets are protected and distributed according to the account holder’s wishes. It’s critical for law practices to have knowledge of all the options available for retirement asset transfer, in order to best serve client needs in this area.

The Standalone Retirement Trust (SRT) is a critical element of any estate planning package for clients with retirement assets. Download this brief to learn more about the SRT and how to position it to clients.