If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on ...

Dear Jonathan: I recently prepared a trust that includes very specific provisions regarding the beneficiaries that I want to receive certain assets when I die. Does my trust override who I named as my ...

When representing fiduciaries in litigation that estate and trust beneficiaries commence, my Farrell Fritz, P.C. colleagues and I seek to limit the fiduciaries’ exposure to liability. One way to ...

The management of deceased bank accounts is a crucial but often overlooked part of dealing with the death of a loved one. Handling these accounts involves legal processes and regulatory requirements, ...

If an IRA is inherited through an estate, the distribution rules for the estate apply, even if the IRA is later transferred to a person. Distribution rules depend on whether the IRA owner died before ...

My younger sister and I have been appointed as co-administrators of our older sister's estate. I have the legal documents and certificate of death in my possession and have taken them to the brokerage ...

Nearly 32 percent of Medicare beneficiaries undergo some type of inpatient surgical procedure during their last year of life, according to a study in The Lancet. The study looked at more than 1.8 ...