06 Nov How can I start a trust for my family that doesn’t cost too much?
Trusts can be complicated, so you need someone with experience to help. ...
Estate Planning
16 Oct If I put my house in a trust, what happens to the Senior Freeze?
A trust is considered its own entity, so understand what you're getting. ...
03 Oct How is an IRA left to an estate taxed?
Trusts have one of the highest tax rates out there, so beware....
01 Oct Does this trust have to file a separate tax return?
Trusts can be an important estate planning tool -- if you understand them....
24 Sep How can I find someone to help with my money and health care?
Choosing a fiduciary is part of a comprehensive estate plan. ...
11 Sep I’m inheriting two IRAs. What happens with the pension exclusion?
You might be able to avoid income tax if you qualify for the pension exclusion...
09 Sep What has to be done when someone dies without a will?
State law will determine what happens to someone's assets....
26 Jul I want to give money to a relative. What’s the best way to go?
There are several ways to help relatives financially if you can afford it. ...