Q. Can I pass my retirement assets by will? A. Maybe, but are you sure you want to? If you are talking about a pension probably not because it is governed by a contract and very likely federal laws. Distribution on death is limited to the choice you selected at retirement and usually further limited to a...Read more
Tag Archives: IRA Trusts
- Tag Archives: "IRA Trusts"
Q. Any updates on how a fiduciary accesses digital assets? A. South Carolina passed the Uniform Fiduciary Access to Digital Assets Act in 2016 which gives agents under a duly...
A Personal Property Memorandum is a separate writing in either your own hand or one typed and signed by the testator and two disinterested witnesses that addresses distribution of various...
I think that is too young to have access to hundreds of thousands of dollars. Since he is my potential heir as well, will a trust help me from contributing...
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