Designations are made by assigning a percentage of assets to the beneficiary or successor using a form that is entirely separate from your will or living trust. Designations come in several forms ...
A. We’re sorry to hear about your brother. The answer to your question depends on several issues. First, in determining how property is distributed at death, it is ...
Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Along with a Will and a Trust, the most common documents used in estate ...
Dear Liz: I was perplexed by your column in which you pooh-poohed pay-on-death and transfer-on-death accounts in favor of trusts. But you gave no specific explanation. Rather, you said trusts ...
You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...
The state Motor Vehicle Commission made it easier for the registered owners of a motor vehicle to give the vehicle to their heirs when they die. MVC officials announced a new transfer on death feature ...
If you have a life insurance policy, you have named a beneficiary—usually a family member who will receive a payment based on the life insurance policy after your death. You may have also named a ...
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