Question: My uncle passed away in September of 2020. According to his son, I am named in the trust as a beneficiary. (I have received nothing from Wells Fargo to say whether this is true or not.) [...]

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: We have a Supplemental Needs Trust for our older son (25 years old). We have named a younger son (23 years old) as the trustee and a friend (60 years old) as a co-trustee that our [...]

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 [...]

Life insurance can be important tool in financial and estate planning. It can be used to ensure that your loved ones have an inheritance if you pass away at an early age or, in the alternative, [...]