Planning for Retirement Plans and IRAs: Asset Protection

February 2, 2018 by Brandon McGee

Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the asset protection of such plans and how a trust may be used to provide asset protection.

Author
Recent Posts

Brandon McGee

Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.Read more!

DO YOU NEED A PROBATE ATTORNEY?

"*" indicates required fields

Company

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Phone*

Cell Phone Number

Do you have a Will?*

Yes

Are you currently stuck in probate for a loved one?*

Yes

Texting Permission

I provide my express written consent to receive text messages (SMS/MMS) from McGee Law Firm at the number I have provided. These may include appointment reminders, event notifications, and promotional offers. Message frequency may vary. Message/data rates may apply. I may opt out at any time by replying STOP. McGee Law Firm will not sell or share my contact information.

Plan For Your Future And Protect Your Legacy

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

"*" indicates required fields

Facebook

This field is for validation purposes and should be left unchanged.

FIRST NAME*

LAST NAME*

Email*

Cell Phone Number*

Untitled

BLOG SUBSCRIPTION

Your loved ones and your legacy are important! Learn all about recent changes to the tax law and other vital information by subscribing to our blog.

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Cell Phone Number

Texting Permission

Monday	8:30 AM - 5:00 PM
Tuesday	8:30 AM - 5:00 PM
Wednesday	8:30 AM - 5:00 PM
Thursday	8:30 AM - 5:00 PM
Friday	8:30 AM - 5:00 PM

Monday	8:30 AM - 5:00 PM
Tuesday	8:30 AM - 5:00 PM
Wednesday	8:30 AM - 5:00 PM
Thursday	8:30 AM - 5:00 PM
Friday	8:30 AM - 5:00 PM