Paul PremackJun 26, 2020Mom needs Contingency Plan to Pass House Title In the Will, you could state that you leave your house to your youngest daughter, under the terms of a Testamentary Trust inside your Will.
Paul PremackMay 18, 2020Can son or his wife witness my Will?Who may NOT act as qualified witnesses? Anyone who is named in the Will as a beneficiary or heir.
Paul PremackApr 28, 2020Can I control who gets my IRA?The simplicity of the non-testamentary designation can interfere with planning for a more complex goal.