12 Dec Is this inheritance also subject to income taxes?
The inheritance tax is bad enough, but income tax too? ...
Estate Planning
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....
28 Nov My wife died. What about cost basis, taxes for our home sale?
Timing matters when determining capital gains on a home sale. ...
27 Nov I have a small estate. Do I need a will?
Without a will, state law may decide who gets your belongings....
24 Nov What taxes are due on this rental property that was in a trust?
Data breaches are all too common, so what can you do to protect yourself?...
23 Nov What happens to a rental property held in a trust?
The specifics of each trust are important....