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Inherited IRA Rules: Non-Spouse and Spouse Beneficiaries

PROBATE REAL ESTATE Inherited IRA Rules: Non-Spouse and Spouse Beneficiaries Contact us By BARBARA WELTMAN Updated March 08, 2024 Reviewed by DAVID KINDNESS Fact checked by VIKKI VELASQUEZ Fact checked by Vikki Velasquez The rules guiding the inheritance of an individual retirement account (IRA) when the IRA owner dies are complicated, but at least one …

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will blog

Facing mortality, more Americans wrote wills during the pandemic. Now, they’re opting out

PROBATE REAL ESTATE Facing mortality, more Americans wrote wills during the pandemic. Now, they’re opting out Contact us Daniel de Visé USA TODAY Fewer of us are writing wills, a new survey says, a finding that suggests Americans are worrying less about mortality as the pandemic fades.   Only 32% of adults reported having a …

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estate planning blog

How Estate Planning Can Thwart the ‘Third-Generation Curse’

PROBATE REAL ESTATE How Estate Planning Can Thwart the ‘Third-Generation Curse’ Contact us Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth. BY NICOLE JACKSON-LESLIE, JD, 21/64 CERTIFIED ADVISOR We are currently in the midst of what is being coined as the …

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Understanding trusts: An important estate planning tool for everyday Americans

PROBATE REAL ESTATE Understanding trusts: An important estate planning tool for everyday Americans Contact us BYE. NAPOLETANO June 9, 2023 at 4:47 PM EDT When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. And sure, why not add …

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flat layout design of estate plans and reports

What Is Estate Planning? A Guide And FAQ For Investors

PROBATE REAL ESTATE What Is Estate Planning? A Guide And FAQ For Investors Contact us Rob Isbitts Senior Contributor Investor Hub Contributor Group Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of financial planning. …

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3 Reasons to Seriously Consider Using a Living Trust to Pass Inheritance to Your Family

PROBATE REAL ESTATE 3 Reasons to Seriously Consider Using a Living Trust to Pass Inheritance to Your Family Contact us The Motley Fool has a disclosure policy. How a living trust can help secure your legacy seamlessly and quietly. This article is intended for educational purposes only and is not legal advice. For guidance on …

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