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"
Yes, in fact only the provisions of a valid will or trust, or ownership interests that are either conveyable or payable on death will work for your joint estate planning...
My attorney suggested I consider an annuity. Can you explain some basics about annuities? I read an interesting article in a professional publication that I think did a good job...
I have been diagnosed with dementia and want to get my affairs in order. I have a new will, but I did a power of attorney and living will in...
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