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"
The Social Security Administration (hereinafter SSA) considers income and disability as two separate eligibility factors for childhood Supplemental Security Income (hereinafter SSI) benefits. SSI is a means-tested program that provides...
And don’t know if I should include one in my estate plan. The modern POA allows a competent individual, the principal, to preselect someone he or she trusts to deal...
No and yes. Probate is a court procedure by which a will is proved to be valid or invalid and then the terms of that document are applied to the...
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