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Clients First
It’s not just a motto;
it’s the guiding principle of our law practice.
Clients First
It’s not just a motto; it’s the guiding principle of our law practice.
Retirement Benefit Planning

The rules applying to qualified retirement plans and IRAs are very complex and most  tax rules encourage retirement plan participants to name a spouse or other individual as an outright beneficiary. However, it is becoming more popular to name a trust as the beneficiary of a retirement plan in order to:

  • Provide for a surviving spouse and for children from a previous marriage
  • Provide for professional investment management of retirement assets
  • Protect retirement assets from the spendthrift habits of certain beneficiaries
  • Protect retirement assets from claims of the beneficiaries’ creditors

Daubert Law Offices, LLC will work with you and your financial planner to create a plan that best suits the needs of you and your family.