Cape Cod Estate planning Massachusetts:
You know you have a special trust that is nameed as beneficiary of your IRAs. 401(k)s and other qualified retirement accounts. But have you ever wondered why your IRA Inheritance Trust is so long? Or what does all the legalese really mean? In this client only seminar we literally walk you through all the text in the IRA Inheritance Trust what it all means and why it is important to you and your family.
Please join us for a 2 hour program that will refresh your understanding of this critical estate planning document. You will learn how it benefits your family and gives them an important tool to increase family wealth.