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August 6, 2018

Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. It can get complicated.

July 31, 2018

Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact. This vital investment account question should be answered sooner rather than later.

September 15, 2015

As a trust beneficiary, you have certain rights. Here are some things you may need to know to help keep your interests protected.

 

If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and...

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