Search results for "beneficiary+of+or+from"

Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after your estate. ...

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

My mom and stepfather had a revocable trust. My stepfather passed away in August 2023, leaving everything to my mom. She made a change to the trust, leaving the house and all contents to me and my sister and not to...

If you are a property holder, you may use a Lady Bird Deed to transfer real property to a specific beneficiary while retaining certain rights to the property.

As a trust beneficiary, you may feel that you are at the mercy of the trustee, but depending on the type of trust, beneficiaries may have rights to ensure the trust is properly managed. Know your rights.

When making a will, you’ll work with an estate planner to designate those who will inherit from you. The persons (or entities, such as a charity) you choose are the beneficiaries of your will.

Both workers and retirees may need to rethink some of their estate planning in light of a new law that has made major changes to retirement plans, including inherited plans. ...

If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and trusthworthiness. It is also a major responsibility. ...

The Illinois Supreme Court is now weighing the question of whether a trust may dictate whom the beneficiaries can and cannot marry . .