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USING TRUSTS TO HAND DOWN RETIREMENT ASSETS
Amy E. Ott is a partner with
The Blum Firm, P.C.
She is board certified in estate planning and probate law by the Texas Board of Legal Specialization and is also a certified public accountant.
For many people, retirement accounts comprise a substantial part of their net worth.

In a recent article written by Amy E. Ott in FW Inc. magazine, Amy discusses how to pass down retirement accounts in a manner which protects the assets from heirs' creditors and spouses and which takes advantage of the ability to postpone the income tax due on the retirement accounts through the use of a trust that includes specific provisions. 

To read the full article, Click Here
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