13 Feb I’m leaving assets to siblings and friends. What should I know?
Without "Class A" beneficiaries, you have to consider the inheritance tax. ...
Estate Planning
10 Feb We inherited a condo. What’s the best choice for the deed?
Before you change a deed, you want to make sure it's unencumbered. ...
28 Jan Will my kids have to pay the inheritance tax?
The relationship of the deceased and the beneficiary determines the inheritance tax. ...
27 Jan My kid is upset he’s not my executor. What should I do?
In the end, you can choose who you trust, even if someone isn't happy about it. ...
21 Jan My kids are fighting about being my executor. What should I do?
In the end, you get to decide who manages your affairs. ...
21 Jan Will being paid as power of attorney hurt a Medicaid application?
If you receive income for managing an estate, you should declare it on your tax return. ...
17 Jan Should I put money in a Roth or gift it outright to my kids?
When you think of the future, some ways of giving are better than others. ...
15 Jan My husband won’t come to create a will. What can I do?
If you don't have a will, the state will decide what happens to your assets. ...