You make your will and trust. The real test for whether they worked or not only comes after you die. Between now and then you have to keep your will and trust updated. Reader Steve kindly shared his experience in maintaining his parents' estate plan [...]
Switching Brokerage Account Into A Trust: Fidelity, Vanguard, Merrill Edge
This is part 2 of our experience in setting up our basic estate planning, which included a revocable living trust. Please read part 1 Will and Trust Through Employer Legal Plan for the background. After we signed the trust documents at the [...]
Will and Trust Through Employer Legal Plan
Like many large companies, my employer offers a legal plan as part of our benefits package. At open enrollment in October or November, employees can sign up for the next year. Among other things, the legal plan covers basic will and trust. I signed [...]
Gift To Adult Children’s Roth IRA
Speaking of the Vanguard podcasts, I listened to this episode released in April: The Roth IRA: An effective estate planning tool? From the transcript: Diane Streleckis: And what about gifting with a Roth, does that make sense? Maria Bruno: If [...]
