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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: "retirement accounts"
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 What Can We Do About Uncooperative IRA Beneficiary?
0
By Harry Margolis
In Retirement Plans
Posted September 19, 2022

What Can We Do About Uncooperative IRA Beneficiary?

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 because they are upset they did not get an [...]

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 Should Retirement Account Investments be Liquidated Upon the Owner’s Death?
2
By Harry Margolis
In Probate, Retirement Plans
Posted November 8, 2021

Should Retirement Account Investments be Liquidated Upon the Owner’s Death?

Question: With respect to your recommendation that executors of estates or trustees of trusts sell stock holdings after the death of owner of the assets, what’s your recommendation for [...]

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 Can We Transfer TIAA-CREF Retirement Plan to Irrevocable Trust?
0
By Harry Margolis
In Irrevocable Trusts, Retirement Plans
Posted June 30, 2021

Can We Transfer TIAA-CREF Retirement Plan to Irrevocable Trust?

Question: We set up an irrevocable trust last year with our daughter, age 50, as beneficiary and trustee. The asset was an apartment building in California which is 100% paid. We would like to [...]

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 Will Assisted Living Facility Indemnify Resident for Personal Liability?
0
By Harry Margolis
In Long-Term Care Planning
Posted March 25, 2020

Will Assisted Living Facility Indemnify Resident for Personal Liability?

Question: The contract for the assisted living facility where my husband is moving has a clause releasing it from liability; but none for the client. Is there any risk or historical cases where [...]

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  • Revocable Trusts (144)
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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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