Question: A distribution was made from the liquidation of an annuity in an estate in 2019. The estate income tax rate is 35.7% and and the beneficiary who received the distribution and therefore [...]
Question: In trust documents, my cousin, the settlor, specifically has a clause that states I can eliminate any beneficiary that contests. I did remove one beneficiary. He is now suing me, saying [...]
Question: Are beneficiaries of a trust governed by Indiana law, but administered by an entity in Ohio, permitted to get written information from that institution with specific regard to [...]
Question: My home is in a trust set up by my mother with me as beneficiary. I don’t have a mortgage but the house needs serious remodeling/upgrades as it is a 1986 model. Can I take out a [...]
