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"
We have since inherited some antiques we want to divide between our children upon our deaths. Should we have everything reviewed? Yes, if there has been a substantial change in...
Many people have decorated a spare bedroom with boxes of old medical insurance reimbursement statements and tax returns. While proof to grandchildren that you only earned $6,000 decades ago with...
In a technical sense and strictly construed a legacy is a gift or bequest in a will of personal property. An estate is a person’s interests in real and personal...
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