NAPERVILLE 630-882-9117

YORKVILLE 630-882-9117

SHOREWOOD 815-600-3069

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Robertson Legal Group, LLC

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Retirement Planning and Estate Planning Attorney

RETIREMENT PLANNING AND ESTATE PLANNING

Our estate planning and retirement planning attorney in the Aurora, Illinois area assist seniors and the elderly with their retirement and estate planning goals.  Many elderly and seniors have a substantial amount of assets in their 401(k), IRAs, and other retirement accounts.  In the past, a major weakness of estate planning was avoiding to properly plan for retirement accounts. 

Generally, Living Trust are not recommended to be primary or contingent beneficiaries of 401(k) or retirement assets.  The reason is simple.  A major advantage of retirement accounts is deferral of taxes.  Simply put, naming a living trust as a beneficiary of a 401(k) or retirement assets drastically limits one’s ability to tax defer their inherited retirement assets. 

RETIREMENT PLAN TRUST AND IRA TRUST IN YORKVILLE ILLINOIS

Retirement Plan Trust or otherwise known as an “IRA Stretch” or “IRA Trust” is a special type of trust designated for ownership of retirement assets.  Unlike a Living Trust, an IRA Trust is specifically designed to withstand the strict IRS rules related to retirement accounts.  Consequently, a properly prepared IRA Trust can defer hundreds of thousands of dollars in tax deferral savings to your adult children and minor grandchildren. 

An Ira Trust is also a great vehicle to supplement your estate plan and safeguard your assets to distribute them to future generations of your family.  An IRA Trust has substantial benefits to the elderly and seniors.  Here are some of the benefits of an IRA Trust:

  • Maximize your retirement assets by avoiding taxes and deferring taxes for generations
  • Protect your loved one’s retirement assets by providing creditor protection to your beneficiaries’ inherited retirement assets
  • Protect retirement assets from in-laws and divorcing spouses

Today, asset protection and in-law asset protection are critical goals of most elderly and seniors.  Sean Robertson is the Principal of Robertson Legal Group, LLC and was voted as a 2018 Elite Estate Planning Attorney.  Sean Robertson has offices in Yorkville, Illinois and Kendall County. 

EXPERIENCED AND QUALITY YORKVILLE ESTATE PLANNING AND RETIREMENT PLAN ATTORNEYS

Our Retirement Planning and Estate Planning Attorneys are prepared to provide you a customized estate planning strategy.  Your estate planning documents will protect your assets and provide powers of attorneys, updated wills and trusts to protect you and your family.  Sean Robertson may be reached at 630-882-9117 or via email at Sean@RobertsonLegalGroupLLC.com.  Our offices are in Yorkville, Illinois near Aurora, Montgomery, Minooka, Plainfield, Shorewood, Oswego, Plano, Plattville, Newark, and Morris, Illinois.

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Our Address

701 Kentshire Dr., Yorkville, IL