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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "designated beneficiary"
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 Can SNT Include Charitable Beneficiary and Qualify Under the SECURE Act?
0
By Harry Margolis
In Retirement Plans, Special Needs Planning
Posted May 26, 2022

Can SNT Include Charitable Beneficiary and Qualify Under the SECURE Act?

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” under the SECURE [...]

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 What’s the Best Way to Leave IRAs to Non-U.S. Beneficiaries?
3
By Harry Margolis
In Non-US Citizens, Retirement Plans
Posted June 22, 2020

What’s the Best Way to Leave IRAs to Non-U.S. Beneficiaries?

Question: I would like to leave my 401k, IRAs, etc. to my family in the Philippines. What is the best and easiest way to do this? Should I show them as beneficiaries or should I just have a [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (51)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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