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"
- Advance Directives
- Revocable 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?
Comedian Bill Cosby’s two main interests in life have been to entertain his fellowmen and a desire to teach them how to live. He is a devoted family man and...
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...
After a recent cut in work hours, I’ve been thinking of changing directions, retiring in my early 60’s and starting my own business. I see you also advise small businesses....
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