IRA Rollover Into a Trust Can Be a Huge Mistake
The rules for an IRA rollover change on an annual basis. Because an IRA cannot be owned by a trust outright, this post is about [Read More]
Tag: beneficiary
Can my Ex Spouse Really Inherit my Stuff?
Can an ex spouse inherit property from their former spouse after a divorce? In Minnesota, absolutely yes. Although there are laws like the Ex Souse [Read More]
Naming “To My Estate” as a Beneficiary is a Broken Plan
When a person says they want to leave everything “to my estate” [their estate], they are often surprised to find out that this is a [Read More]
Over My Dead Body: Pay Back Your Inheritance
What if you had to pay back your inheritance? Sounds crazy, right? Well, not so fast. Recently, I came across a personal representative who completed an [Read More]