advice after you have passed. Slott: Definitely. You need somebody who has specialized knowledge. Even an average estate - planning attorney might not be familiar with the specialized nuances of naming a trust as an IRA beneficiary. IRAs are different
IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.
Families need to 'play offense' when discussing the finances and health care of aging parents, says Fidelity's John Sweeney.
Single or joint?]; high-deductible health plans and HSA; additional concierge medical plans; life insurance for estate planning Pg 37: Nasdaq Comp 5,049 + in 12-18 months? Surpassing that 3/10/00 record is plausible and is only 9
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2014 5 Keys to Retirement Investing special report. Jason Stipp: I'm Jason Stipp for Morningstar. A big part of estate planning is thinking about your investment portfolio and how that portfolio may need to transition to your spouse. Joining
week. Joining me to discuss the topic of estate planning and essential estate - planning documents is Deborah Jacobs. She is an estate - planning expert. Deborah, thank you so much for
me to discuss that topic is estate - planning expert Deborah Jacobs. Deborah ..... say what they are. They were estate planning 101 even five years ago, but ..... bypass trust used to be a routine estate - planning mechanism to protect each person
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mind as you do so. Do Check with your estate - planning attorney before naming your IRA beneficiaries ..... spirit of what's spelled out in your estate - planning documents. A qualified estate - planning attorney should also be able to direct