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"
- Can a non-South Carolina resident serve as the personal representative of an estate?
- How does an elective share work?
- I am planning to travel abroad with friends, not family. I have a living will and a health care power of attorney naming my daughter as my agent. Are these documents still valid in another country?
- Irrevocable Trusts
- Guns and Dementia
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...
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...
Several years ago she remarried. Is she entitled to any pension assistance now that she needs assisted living? The pension eligibility criteria for surviving spouses include the following: (1) Can...
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