Generally speaking, an Irrevocable Trust may not be changed, but several narrow exceptions allow a deceased spouse’s Irrevocable Trust to be amended ...
What is the right way to leave your individual retirement account (IRA), 401(k), 403(b) or other qualified plan? Many people choose the wrong way. Do ...
An IRA Inheritance TrustTM is a specific type of trust designed to inherit your IRA when you pass away. This option offers a number of benefits that h ...
A Personal Asset Trust, or PAT, is a type of trust you can create for a beneficiary that allows them to retain control of assets without legally ownin ...
Last updated: Sept. 13th, 2022 Many people still believe they shouldn’t worry about estate taxes because the federal tax exemption (threshold) is ...
If you do not have an estate plan in place, it’s time to begin planning your estate with the advice and insights of a Cape Cod estate & trust ad ...
