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Grandchildren Articles

Consider Putting Gifts to Grandchildren in a Trust

Gifting assets to your grandchildren isn't just a nice thing to do; it can reduce the size of your estate and the ta...

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A Parent's Guide to Wills & Trusts: For Grandparents, Too

Getting started on an estate plan can be overwhelming.

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Illinois High Court Rules Trust Assets May Be Withheld From Heirs Who Married Non-Jews

Reversing an appeals court, the Illinois Supreme Court has ruled that trust beneficiaries who married outside the Jewish faith hav...

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Trust Bars Grandchildren From Marrying Non-Jews. Is It Legal?

The Illinois Supreme Court is now weighing the question of whether a trust may dictate whom the beneficiaries can ...

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Do Surviving Spouses Have a Right to a 401(k) or an IRA?

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the plan...

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IRS to Crack Down on IRA Tax Rules

If you have an individual retirement account (IRA), now is the time to make sure you have been complying with tax rules...

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How Gifts Can Affect Medicaid Eligibility

We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicai...

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Accounting for Gifts and Loans to Children in Your Estate Plan

Post-death conflicts often arise, especially when a parent has gifted or loaned money to one child and not others...

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