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…
Read more
Tag Archives: IRA Trusts
- Home
- Tag Archives: "IRA Trusts"
Recent Posts
Categories
Archives
More Articles
-
How long should I keep that?
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...Read more -
Should I have a living will or a health care power of attorney?
April 16th is National Health Care Decisions Day. Health care decision making involves considerations about personal preferences, the role of other family members and physicians, finances, and religious beliefs. The...Read more -
Finding an Attorney
How do I select a good attorney? Start by doing some homework and find out what kind of law the attorney practices. This can be as simple as referencing the...Read more
Popular Tags
401(k)s
Advance Directives
Ancillary Probate
Business succession planning
Charitable Remainder Trusts
COVID-19
Declaration of a Natural Death
elective share
Estate Planning
Facebook
FDIC
FEMA Funeral Assistance
gifting
Google
health care power of attorney
Health Care Powers of Attorney
Intestate Succession
IRAs
Irrevocable Trusts
Joint with Right of Survivorship
Life Estates
Living Trusts
living will
Living Wills
Medicaid
Medicaid and intestate benefits
Medicaid Asset Preservation
Medicaid Planning
Medicare
non-SC Personal Representatives
ombudsmen; The Nursing Home Reform Act of 1987; Patient Rights: The SC Department of Aging; care planning meetings; Granny cams
Payable on Death (POD) Accounts
Personal Representative Fees
POLST orders. DNR Orders
Power of Attorney
Probate
Public Benefits
Revocable Trusts
SNT
The Americans with Disabilities Act
The Long-Term Care Ombudsman Program (LTCOP)
The SECURE Act 2019
Transfer on Death (TOD) Accounts
Trustees
Wills