Do I Need to Update My Trust After Moving from West Virginia to Florida?
April 9, 2025
Question: I have a living trust done in the State of West Virginia back in 1994. I moved to Florida in 2023. The trust was
Question: I have a living trust done in the State of West Virginia back in 1994. I moved to Florida in 2023. The trust was
Question: I previously read your 2020 edition of Get Your Ducks in a Row. I believe I know the answer to my question based on
Question: My sister-in-law only gets Social Security of $1,500 a month and her husband $750 a month. Her husband is sick and when he dies
Question: My sister and I are 50-50 beneficiaries of our mom’s will. Her assets include a house ($250K) and an IRA ($250K). My sister would
Question: My daughter is now working in Amsterdam for a European-based company. She’s wondering if she can continue to contribute to her Roth IRA or
Question: Is there a problem with keeping my daughter’s maiden name on various estate planning documents instead of changing it to her married name? In
Question: Is the trustee fee I received income that I can use to calculate my IRA contribution in the same year? Response: Yes, it is
Question: My siblings and I inherited an IRA from an aunt in disproportionate amounts. One sibling refuses to set up their own inherited IRA account
Question: I inherited a traditional IRA from my mother; I am the sole beneficiary. I am leaning toward liquidating the securities but I wanted to
Question: I just read your article about IRAs being paid to trusts. Is a special needs trust for grantor’s disabled son an “eligible designated beneficiary”