Robert P. Newman, Esq.Apr 13, 20215 min readWho Were You?"How will I be remembered? How do I want to be remembered?" Writing your own obituary can be an important part of your estate planning
Robert P. Newman, Esq.Apr 6, 20213 min readCreditors and Your IRA The bottom line is that a properly drafted SRT is often your best option for protecting your retirement accounts after you die.
Robert P. Newman, Esq.Apr 1, 20212 min readFive Reasons to Protect Your Retirement Accounts NowA special trust called a standalone retirement trust ("SRT") can protect inherited retirement accounts from your beneficiaries’ creditors.