I have named my daughter as the recipient and beneficiary on all my accounts, including my pension insurance policy and any ...

Learn about gifts in trust and how they help distribute assets according to the grantor's wishes and protect wealth for ...

Elder law attorney Harry Margolis explains why beneficiary designations don’t protect assets and where Medicaid estate ...

Trusts are excellent tools for transferring ownership of assets and providing financial benefits for loved ones. For people who have some wealth that they want to use for the benefit of a descendant, ...

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 ...

Most working Americans use an Investment Retirement Account (IRA) as their main vehicle for retirement planning. If your client also chooses an IRA to leave assets to their family, naming a trust as ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

Trusts are an integral part of estate planning. But they are not always suitable beneficiaries for IRAs. senior couple showing thumb up sign while holding envelope with 'roth ira' lettering and dollar ...

Q. I am the trustee of a special needs trust where the beneficiary recently passed away. Per the trust, the remaining assets will pass to two family members. What are the tax consequences to the ...