Month: May 2017
May 17, 2017
What is an SRT?
A standalone retirement trust, “SRT” for short, is a trust used to provide asset protection and maximized tax deferred growth for spouses,…
May 12, 2017
Estate planning encompasses at least the legal and financial elements, but it may include more, as estate planning often points out the need to plan in other areas.
Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a…
May 11, 2017
Steps you can and should take now to protect your assets
We live in a litigious society. Lawsuits abound, whether deserved or not. If you own property or stock that was purchased at…
May 1, 2017
What are contract assets?
Trusts, annuities, life insurance, and retirement plans are all contracts, so trust assets, annuity funds, insurance value and proceeds, and retirement funds…
