Elder Law Answers
Beyond the Grave
Passing on money to the next generation is not as straightforward as it might seem. A father-and-son legal team has written a how-to guide to identifying and resolving the many inheritance problems that can arise.
Read moreGrandchildren
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...
Read moreVanguard Requires Same Beneficiaries for All IRAs
If you have more than one Vanguard IRA account, beware that you may need to change the beneficiary designation on one or more of your accounts. ...
Read moreSupreme Court Decision Limits Trust Tax Deductions
A recent Supreme Court decision limits the amount a trust can deduct from its federal taxes for fees paid to firms that advise on how to invest ...
Read moreCandidates Propose Temporarily Relaxing IRA Withdrawal Rules
Both Sens. Barack Obama and John McCain have responded to retirees' and near-retirees' deep concern about the plunging value of their retirement accounts by...
Read moreLong-Term Care Insurer Dumps 140,000 Policies on State's Doorstep
Conseco Inc., a major long-term care insurer, has transferred more than 140,000 of its policies to an independent trust set up by Pennsylvania, putting...
Read moreUncertain Market Makes Prepaid 529 Plans More Attractive
With the stock market down significantly, some parents are looking at safer ways to save for college...
Read moreTrust 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 and cannot marry . .
Read moreIllinois 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 have no . . .
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