Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. But with that honor comes responsibility. about Things You Need to Know as a Successor Trustee ..read more

Although spouses receive special treatment when inheriting a retirement account such as an IRA (the ability to roll over the account into a personal retirement account and to stretch the distributions over their about Warning: Don’t Let Creditors Inherit from You or Your Spouse ..read more