When the 'in-laws' become the 'out-laws', inherited assets may be seized through divorce proceedings if not properly protected. Learn how a retirement trust can help.
What is a trust protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker), the trustee, and the beneficiary. All three roles are necessary to...
Over the years, people have become more aware of the benefits of contributing to retirement plans. And with baby boomers retiring, the question becomes how to protect this investment if they don’t spend it all. Realizing that the money...