Now non-nuclear family or friends who are more than 10 years younger than the decedent and in good health are never eligible for stretch provisions and must distribute the whole balance over 10 years.| Marotta On Money
Archive : Trusts, Foundations, and Endowments| Marotta On Money
Oddly enough, how a trust inherits an IRA is as important as what it does with the IRA after receiving it.| Marotta On Money
Beneficiary designations directly to your heirs are a cleaner estate planning solution.| Marotta On Money
When a spouse inherits retirement account assets, they have the right to do what is called a "Spousal Rollover" or "Spousal Transfer." It is almost always the right option.| Marotta On Money
This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people's wishes.| Marotta On Money
