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"
My father named my mother, then me as his attorney-in-facts in a financial power of attorney. Both my parents are now in care facilities and not competent. Am I automatically...
As the personal representative what kind of things do I need to think about before I settle my friend’s estate? Estates vary widely, but basically you have to focus on...
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...
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