Standalone Retirement Trust, SRT, Asset Protection, Estate Planning,
by WealthCounsel StaffStandalone Retirement Trusts are separate trusts established for the primary benefit of being named as the beneficiary of a grantor’s retirement account when a client dies. With a...
Clark v Rameker, Standalone Retirement Trust, Wills, Revocable Living Trust, Individual Retirement Account (IRA),
by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel I’ll admit to some real surprise when I learned how frequently our Supreme Court reached unanimous decisions in their...
Standalone Retirement Trust, SRT, Wealth Docx,
Clark v Rameker, Standalone Retirement Trust, Individual Retirement Account (IRA),
by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel The U.S. Supreme Court recently handed down its opinion in Clark v. Rameker, a groundbreaking decision that could affect...