Retirement Plans

Learn how retirement plans integrate with estate planning to protect your family's financial future. Explore beneficiary designations and tax strategies.

Do I need to include retirement accounts in my estate plan?

While retirement accounts pass directly to named beneficiaries outside of probate, including them in your estate plan helps create a comprehensive strategy. This ensures your retirement assets align with your overall legacy goals and can help optimize tax benefits for your beneficiaries.

News

Unpacking 2025’s Tax Changes: What to Know for Your Estate Planning

The 2025 tax landscape is shifting. Understand these changes for better estate planning and secure your financial future.

SimplyTrust EditorialJune 28, 2021