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Trust Reformation May Allow You To Change Terms of An Irrevocable Trust

by Christine | Sep 2, 2011 | Estate Planning, Special Needs Trusts | 0 comments

Even the best laid plans can face unexpected bumps. So what happens when a trustee or beneficiary needs to alter the language of an irrevocable trust and can’t turn to the settlor for help because he or she may now be deceased? The answer is a legal proceeding known...

I’ve Inherited A Retirement Account, Now What?

by Christine | Sep 1, 2011 | Estate Planning, Retirement Planning, Tax Planning | 0 comments

Inheriting something is not the same as knowing what to do with it, and that may be especially true with retirement accounts. As a bit of guidance I found a recent article from Forbes offering seven steps to take if you have recently received an inheritance, or if you...

Trust Reformation May Allow You To Change Terms of An Irrevocable Trust

I’ve Inherited A Retirement Account, Now What?

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