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Features

Estate Planning: Should you name a living trust as beneficiary of your retirement accounts?

Naming a living trust as beneficiary of a retirement account can solve real problems, provide creditor protection, control over timing of distributions and coordinating beneficiary rules with other assets, but it also introduces tax and administrative complexity....

Nice weather we’ve been having lately…nice weather for ducks, that is. It just keeps on raining and raining like there’s no tomorrow, but tomorrow always seems to arrive after today, which it just did once again… and what do you know, it’s raining again. Oh, it’s...

Dear Sidney – 02/29/2024

I hope I’m not being presumptive or rude in thinking that, after reading your weekly column for over a year, you must be a fellow senior citizen. May I pick your brain as to why at just 75 years old, I am suddenly falling apart, lethargic and pretty much done with the...

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