Question: A Trust Schedule A of Assets included an IRA and Roth account with beneficiary designations. The grantor died (of Covid) before titling all assets to the trust. The trustee petitioned [...]

When you get a job with benefits, you may well be offered a 401(k) plan or life insurance, or both. Even if you’re just getting started in your career, you will need to name beneficiaries who [...]

Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]

Question: I have a living brother and a half brother that are beneficiaries of my parents’ estate. My mother’s will stated that certain investment accounts were to be divided in [...]

Question: I have investments with Edward Jones on which the beneficiaries have already been named. Do these have to be listed in my will or trust? Response: No, your beneficiary designations [...]