How Do Inherited IRAs Work?
“When someone dies with money left in an Individual Retirement Account (IRA), the funds can get passed on to the person’s loved ones through an inherited IRA.”
Did Naomi Judd Leave Her Children Out of Estate Plan?
“Naomi Judd left her daughters, performers Ashley Judd and Wynonna Judd, out of her will according to multiple reports.”
What Estate Planning Documents Do I Need for a Happy Retirement?
“Most people can’t wait for retirement, and even more would likely opt for some form of early retirement if they have the opportunity. Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place.”
Yes, You Do Have an Estate and You Do Need an Estate Plan
“Regardless of their actual financial standing, job title, and income, many Americans—and probably most federal civil servants—would identify themselves as middle class.”
Museum Files Suit, Wins Millions from Estate
The Museum claimed that an earlier will gave them the money.
Irrevocable Trusts Can Protect Family Assets
Irrevocable trusts can also offer flexible solutions.
Parents with Young Children Face Additional Estate Planning Challenges
What happens to your young children, if something happens to you?
What If the Beneficiary Is Deceased?
Prevent failed testamentary transfer from happening.
An Estate Plan Is Not Just a Will
A will is a good place to start. However, there are other things to take into consideration.
Undue Influence Is Not Always Easy to Prove
Controversy over estate plan in New York shows the difficulty of proving undue influence.
