A trustee to trust: you don't have to cry all the way to the bank

Article Abstract:

Some beneficiaries of living trusts feel that banks mismanage their funds, but suing the banks can deplete capital and rarely produces satisfactory results. Experts recommend interviewing several banks before setting up a trust and naming a co-trustee to ensure wise investment decisions.

Management, Personal finance, Trusts and trustees, Trustees, Trusts (Law), Living trusts

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Cash in a flash

Article Abstract:

Methods of sending money out of town quickly and easily are discussed. It would be convenient if the person needing money had a joint checking account and an ATM card. However, other methods include the use of a Western Union credit-card transfer and an American Express Optima card.

Planning, Money transfer

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Be alert to new rollover rules

Article Abstract:

The rules involving conversion of retirement plans to individual retirement accounts have been liberalized, allowing portions of the plan to be converted. These rollover leeways allow more flexibility, but should be handled with care.

Laws, regulations and rules, Column, Pension funds, Individual retirement accounts

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