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"
When I die who or what process will be used to pay my debts? When we die a new legal entity emerges, called a “Decedent’s Estate”. Sometimes all assets are...
What are your thoughts on do-it-yourself wills, revocable trusts, powers of attorneys and health care proxy documents?Other than living wills and health care powers of attorneys I find most individuals are not well equipped to prepare their own wills, revocable trusts and financial powers of attorneys....
I got a lot of phone calls about long term care planning after an article on Medicaid planning I ran a month or so ago. There were common areas of...
Affidavit for Collection of Personal Property Affidavits Aid and Attendance Annuities Asset Protection Attorneys Charitable Contributions Digital Assets Domestic Partners Estate Planning Family Meetings Filial Support Laws; Long Term Care Planning Final Bills Fraudulent Transfers Informal Probate IRA Trusts Lady Bird Deeds Last Letter Life-Companions Life Estate Deeds Living Trusts Long Term Care Long Term Care for Parents Medicaid Applications Medicaid Asset Preservation Medicaid Planning Part 5 or Formal Probate Administration Personal Injury Settlements Personal Property Memorandum Personal Representative Personal Representative Duties Pet Trusts Physician Letter on Incompetency Power of Attorney Probate Probate and Taxes Probate Distributions Revocable Trusts Summary Administration Survival Cause of Action Tax Credit for Caregivers Trust Administration Trustees Wills Wrongful Death Actions