PROTECT YOUR LEGACY WITH THE 20/20 HINDSIGHT TRUST Your estate plan was built to protect your family, but in today's world, we need more protection than ever. Even with a trust, an inheritance is exposed to risks like: Divorce: An ex-spouse could walk away with half of your child's inheritance. Lawsuits & Creditors: Legal claims or debts could strip them of their legacy. Estate Taxes: Without proper structuring, the IRS could take a large portion of their inherited wealth. Poor Financial Decisions: A financially immature or struggling heir could quickly squander their family fortune. The 20/20 Hindsight Trust safeguards inheritances by keeping assets in a protective trust. Beneficiaries control their inheritance without the risks of direct ownership. It prevents ex-spouses from claiming assets, shields wealth from lawsuits and creditors, and reduces estate taxes for future generations.
DON’T LET YOUR RETIREMENT PLAN DISAPPEAR.
Your Retirement Plan (IRA, 401k, 403b) may be one of your largest assets - but without the right planning, it can become a tax burden or be lost to creditors or your child’s divorcing spouse. Most people assume naming their children or spouse as beneficiaries is enough. It’s not. Taxes could take up to 40%: Mishandling IRA distributions means the IRS gets a big cut. It could disappear fast: Without safeguards, heirs might drain it in a few years. Divorce could take half: An ex-spouse could claim part of your child’s inheritance. Creditors could seize it: Lawsuits or debts could put the IRA at risk.
The IRA Trust® safeguards your retirement savings for future generations while maximizing tax efficiency. The trust minimizes taxes and preserves more of your heirs' inheritance. It also prevents reckless spending by controlling beneficiaries' access to IRA funds. With built-in protections, this trust ensures that your IRA remains within your bloodline, shielding it from divorce, lawsuits, and creditors. Most importantly, it secures long-term growth, allowing your retirement savings to continue compounding for decades rather than being depleted.
ARE THESE TRUSTS RIGHT FOR YOU? FIND OUT HERE
Do you want to minimize the taxes on your IRA for your heirs? Do you want to ensure your IRA isn’t wasted or spent too quickly? Do you have over $250,000 in IRAs or retirement accounts?
Do you want to ensure your wealth stays within your family for future generations? Do you want to protect your beneficiaries from creditors and lawsuits? Do you want to protect your children’s inheritance from divorce? YOU NEED THE 20/20 HINDSIGHT TRUST
YOU NEED THE IRA TRUST
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