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    • The Savings Game: Explaining successor beneficiaries

      Herald & Review· 7 hours ago

      Q: Can you explain the regulations regarding successor beneficiaries of IRAs? A: A successor beneficiary is the beneficiary who is the named beneficiary of an individual who has inherited an ...

    • Restricting access to an inheritance can be tricky

      U-T San Diego· 3 days ago

      Dear Liz: I have an adult daughter from a previous marriage who has no savings or retirement funds. Do I need a trust attorney? Unhappy heirs may be more likely to challenge an estate plan, ...