This article by my friend and colleague Steve Hartnett examines trying to exert control over your beneficiaries after death. Often, clients try to dictate the exact manner in which funds are used. Usually, it is a better course to give the trustee discretion.
Latest posts by Timothy P. Murphy (see all)
- A Primer on Medi-Cal Long Term Care Planning (Part 1 of 2) - September 18, 2018
- Gifting Your IRA to Your Favorite Charity - September 18, 2018
- Can Medi-Cal Go after My Estate after I Am Gone? - September 17, 2018