Estate Planning

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Are Annunity Distributions Qualified Private Retirement Benefits?

annuity is an insurance product designed to provide monthly income after retirement. Purchasing a life annuity as part of a retirement investment portfolio can provide a steady income stream of distributions that are not affected by the ups and downs of the market. Variable ...

Does a Beneficiary Pay Inheritance Tax on an Annuity?

ilding a comfortable nest egg for retirement can take many years. Ideally, every investor would have the opportunity to benefit from those decades of effort, but it doesn't always work out that way. If you die prematurely, your retirement annuity will pay a death benefit to your ...

What Are the Benefits of Portfolio Margin Accounts?

ur broker may offer the option to deposit your investment funds into a margin account. This means you can borrow money to invest with and buy more stocks than you have cash for. If your stocks go up, you get the full profit with what you borrowed. You can sell the stocks, pay ...

Can a Beneficiary Challenge a Revocable Trust?

beneficiary is someone who will receive a benefit from a trust, but despite the expectation of benefit, the beneficiary still has the right to challenge the validity of a revocable trust. However, because the grounds for challenge generally involve attacking the mental state of ...

Can You Leave Personal Property to a Non-Relative in a Letter?

formal will has many requirements under the law. When you write a letter that describes what you want done with your personal property, this may serve as an informal, or holographic, will. However, even your letter must meet certain requirements, and even so, many states will ...

Can a Loss be Taken on an Inherited Trust of Mutual Funds?

some circumstancesm you can sell inherited mutual funds and write off the loss on your tax return. An Internal Revenue Service provision, the "alternate valuation date," provides a special advantage to some recipients of funds held in a trust and sold at a loss. The ...

How Can You Make Withdrawals From ESOP Investments?

employee stock ownership plan, commonly referred to as an ESOP, is a company-funded retirement plan for employees in which the company places shares of its stock into an account for the benefit of the employee. As an employee, you may be able to buy company stock to place in ...

How to Change the Trustee of an Irrevocable Trust

revocable trusts do not have the flexibility of revocable trusts. The grantor, who is also known as the trust creator or settlor, cannot unilaterally change the trustee. The beneficiaries must agree to the change. If the grantor has died, the beneficiaries can band together to ...

How to Get a Copy of a Revocable Trust in Oklahoma

revocable trust is an increasingly popular alternative to traditional wills, because revocable trusts allow you to place your assets into a trust, to be distributed after your death by someone you've named without the assets going through probate. This can save your heirs ...

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