December 9, 2014IRA, Trust Beneficiaries Should You Name a Trust as Beneficiary of Your IRA? Should you name a Trust as Beneficiary of your Individual Retirement Account (IRA)? Some of us are lucky enough to...
January 8, 2014Estate Planning Do It Yourself Estate Planning – Gone Wrong Do It Yourself Estate Planning – Gone Wrong By: Anne R. Moses, Esq., CELA Beginning your estate plan requires that...
January 22, 2013Estate Administration, Trusts Trust Basics: by Scott A. Makuakane, Esq., CFP (trustmaker) Trust Basics A trust is the legal relationship that is created when a person transfers “stuff” to a trustee with...