On Tuesday, May 9, WIFS Northeast Florida members and guests attended the May lunch meeting at Copeland’s of New Orleans. Jana R. McCreary, attorney and owner of McCreary Law Office, P.A., discussed using Standalone Retirement Trusts as part of a broader estate plan. She explained how such trusts can fit into estate plans as the beneficiary of IRAs and other retirement accounts.
To see all pictures from this event, please click on the icon below to view our Facebook album.
Special thanks to our May Luncheon Meeting sponsors, Aon Private Risk Managmen and Mass Mutual Financial Group.