An inherited IRA is more complicated for heirs who are not a surviving spouse. An IRA is an important source of income in retirement. For
Placing conditions on an inheritance can cause problems. In some instances, it is appropriate to require certain standards to be met before receiving a benefit.
Most Americans do not understand probate. Isn’t there anyone who knows what probate is all about?!! This question is reminiscent of Charlie Brown’s desperate cry
Your planning may need to adjust to a new federal estate tax. Most people cringe at the mention of taxes. The exceptions would be those
Marilyn Monroe had no family to inherit her estate. Few starlets have captured the hearts of generations like Marilyn Monroe. As Elton John sang, “Goodbye,
Your second marriage requires revisiting your estate plan. You have found love again. As your prepare for your second wedding, do not neglect your estate
Managing estate paperwork can seem daunting after the death of a loved one. The list is long. Even with a well-organized estate plan, knowing what
The estate of Aretha Franklin may owe money to the government. Aretha Franklin certainly had a beautiful voice. Unfortunately, her estate was left in an
Leaving an equal inheritance is not always fair. And, leaving a fair inheritance is not always equal. It can be complicated, yes? You have several
After creating a trust it is important to “fund” the trust. Your circumstances and goals necessitated a trust as part of your estate plan. The
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.