A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust.
What Is a Trustee in Estate Planning?
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Proper Estate Planning Reduces Issues of Probate
Sound estate planning can make the probate process run efficiently and smoothly, protecting your estate’s value and legacy and preserving your family’s well-being. An attorney can help mitigate the risks.
IRS Finalizes 10-Year RMD Rules for Inherited IRAs
After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets.
2024 Election: Where Harris, Trump Stand on Elder Caregiving
How are U.S. presidential candidates Kamala Harris and Donald Trump proposing to address this growing concern? Here is an overview:
3 Tips For Every New Homeowner
Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place...