Communicating the Value of SRTs to Clients

By WealthCounsel Staff on Mar 4, 2022 10:00:00 AM


Retirement funds are likely one of the main components of your client’s estate plan. A standalone retirement trust (SRT) is a useful tool that can protect these funds by allowing your client to direct the manner in which they are distributed after the client dies. You can serve your clients well by explaining how an SRT works and how much value it can add to their estate plans.

Continue Reading
  • There are no suggestions because the search field is empty.