IRA INHERITANCE TRUST SEMINARS

If you have IRAs in excess of $200,000.00 (including any amounts you may rollover from a 401(k) or other employer plan) thanks to new tax laws, they may eventually be worth millions to your loved ones and be seriously exposed by your current estate plan!

Find out how a separate IRA Inheritance Trust may help you:

• Assure that you beneficiaries take advantage of the maximum income tax stretch-out and allow your IRA to compound income tax-free for generations.
• Pass your IRA from your children to your grandchildren estate tax-free!
• Protect your loved ones from losing your IRA to a divorce, lawsuit, creditors or government claims.
• Protect your beneficiaries with poor money management skills from mismanagement.

Learn why your Living Trust or Will may not be enough to properly protect your IRAs.  For more information, please call (940) 484-5080 or email our Client Relations Director, Lisa Allen, at lisa@leighhilton.com.