Archive : Trusts, Foundations, and Endowments| Marotta On Money
Depending on your situation, outright beneficiary designations could be a cleaner estate planning solution.| Marotta On Money
In most cases, Schwab's rules around durable powers of attorney help to protect the principal. However, the same rules can also impede the principal's agent.| 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
Before you say, "Oh, that doesn't sound too hard," you simply haven't thought of the complexity.| Marotta On Money
