Marian KornickiFebruary 13, 2022 at 7:48 amHi: Thank you for your email. I sent you a message via twitter, but I have included more information here. In California, Disability Voices United. Email:info@dvunited.org. Tom Coleman of the Spectrum Institute is another helpful resource.tomcolem...
If the solebeneficiaryis a surviving spouse, that spouse can take ownership of the IRA upon the death of the owner. Alternatively, the surviving spouse can roll over the inherited IRA's assets into her own IRA or another qualified retirement plan. In either case, the transfer is not a taxa...
Another option is to keep your login credentials in a password manager such as LastPass or 1Password. These tools typically have a “notes” field that would allow you to include details about how you’d like the account to be handled. You would need to provide your executor with the maste...
Executor of her will? Her income is like a health care professional? Does she have a sizeable estate or trust? Do you know the terms of that? Wouldn't it be awful to have been ponying up for her care for all these years, and then she turns around and shafts you in her wi...
Relying on an inexperienced executor.It's only natural to want to appoint an executor to your estate who knows you, knows your family, and can be trusted. And that's all good. But one mistake plenty of people make when it comes toreal estateis to tap an executor who doesn't understand...