Both corporate legal work and estate planning may play key roles, but different ones, in the long term success of construction and real estate companies. Corporate attorneys typically help businesses ...

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.

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 ...

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

Managing estate assets and beneficiary interests can feel overwhelming, especially when emotions run high and details matter ...

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 ...