Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you’re gone ...
Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...
Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what ...
Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...
An agent with discretionary authority, that is a non-ministerial one, owes the principal fiduciary duties. All trustees, on the other hand, are fiduciaries. A trustee has a duty to act solely in the ...
There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...
These common estate planning errors can undermine even the best strategies, from unfunded trusts to wrong trustees and ...
Q: I am one of several beneficiaries of a trust, and we have had no communication from the trustee since 2012. Are we entitled to ask him for copies of recent tax returns for the trust or recent ...
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