Tag Archives: Trust

Will Your Beneficiary Do the Right Thing … or Squander Your Money Instead?

The United Jewish Appeal claims it was supposed to get the remainder of a trust set up by building mogul Bill Gottlieb, who died in 1999, according to... Read More »

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5 Things You Need to Know about Beneficiaries

The dictionary defines beneficiary as "the recipient of funds" -- from a will, trust, retirement plan or life insurance. But that doesn'... Read More »

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Trust Companies – Choices, Choices

If figuring out the price of a car is tough, try setting up a trust. Published fee schedules offer some guidance, but since each firm includes differe... Read More »

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