Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care.
- Trust Distribution Standards May Be Very Broad - July 29, 2021
- Revocable Trusts Are Not Always Treated the Same as an Individual - July 22, 2021
- Roth IRAs Can Be a Great Planning Strategy: Advanced - July 15, 2021