03 Jan Does a Class “D” beneficiary have to pay tax on this inheritance?
State law determines which heirs are subject to inheritance tax....
Estate Planning
21 Dec What tax is due on this inherited IRA?
A will may specify how inheritances taxes should be paid. ...
18 Dec How can I best plan for a child with disabilities?
There are several ways to protect assets for people with disabilities....
15 Dec Should I report a death to the credit bureaus?
Some are concerned that a deceased person's identity could be stolen....
12 Dec Is this inheritance also subject to income taxes?
The inheritance tax is bad enough, but income tax too? ...
04 Dec A beneficiary won’t sign off on estate payouts. What’s next?
The executor has a fiduciary duty to the estate....
01 Dec My dad died. The estate is settled. What paperwork do I need to keep?
Some documents can be tossed, but others should forever be saved....
30 Nov Can I attach conditions if I gift money to my kids?
If you're worried about a spendthrift, you have several options....