Question: I am the beneficiary of an Illinois irrevocable trust which holds assets for me. The existing trustee wishes to resign but I am uncomfortable with the named successor trustee. Is...
Category: Bruce E. Bell
Question: Is there a way for my spouse and I to protect our joint securities portfolio from creditors?
Question: I will be spending the winter months in my recently-purchased Florida home and residing the balance of the year in my Illinois residence. Can I claim Florida as my State of residence for...
Question: Having reached age 70½ and begun my minimum required IRA distributions, I question the benefits of directly transferring my IRA funds to charitable organizations rather than making...
Question: Can I utilize funds accumulated in my Health Savings Account for living expenses during my retirement years?
