Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Many parents will name children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and inheri...READ MORE
While IRA owners may name their special needs child as the beneficiary of their IRA to prepare for their child’s future, doing so may have unforese...READ MORE
Homer wrote about the dilemma Odysseus faced as he crossed the strait of Messina. For investors with large IRAs, the SECURE Act poses a similar, Od...READ MORE
Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin...READ MORE
In 2019 the U.S. Senate had the Retirement Enhancement and Savings Act 2019 (RESA) on the heels of the Setting Every Community Up for Retirement En...READ MORE
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