Should you name your living trust as the beneficiary of your life insurance policy? Advantages of Naming Your Trust. If your primary beneficiary is incapacitated or has special needs, directing ...
California living trust laws govern how residents can create and manage trusts to hold their assets, potentially bypassing ...
A common questions we hear from clients involves the fate of life insurance proceeds after someone passes away. Specifically, ...
You might think you’re covering all bases by creating a will, but you may want to branch out to other options.
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 ...
Minor children can’t directly receive the proceeds of a life insurance policy, but you could name a trust or your children’s legal guardian as a beneficiary. An individual retirement account ...
Totten or Payable on Death (POD) trust accounts allow beneficiaries to claim the account's assets upon the death of the account holder. Account in Trust accounts generally avoid probate ...
The 200-acre Thorpe property in the Latah Valley was rushed into a land exchange by Hilary Franz in her last weeks as the state’s commissioner of public lands. In the coming days, the Board of Natural ...
While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...
A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...