21 Nov What’s the best way to manage beneficiaries for bonds?
When bonds are not in paper format, consider this....
Estate Planning
10 Nov What happens to these assets if the heir dies first?
Beneficiary status and the language of the will determines what happens....
07 Nov Grandparents want to give gift of stock or cash. What’s better?
There are several pros and cons to different types of money gifts....
06 Nov Are 401(k) plans subject to the inheritance tax?
The inheritance tax is levied based on your relationship to the deceased. ...
03 Nov When can a beneficiary ask about money from a will?
An estate may take over a year to administer depending on complexities....
31 Oct We sold an inherited home. Is capital gains tax due?
Timing is everything when to comes to an inherited home sale....
13 Oct What does IRS Revenue Ruling 2023-2 mean for an estate?
Estate planning can be complicated. Some trusts make it more so. ...
09 Oct Mom wants to gift money. What happens if she needs care?
Gifting money could have an impact on Medicaid eligibility....