06 Nov Are 401(k) plans subject to the inheritance tax?
The inheritance tax is levied based on your relationship to the deceased. ...
Estate Planning
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....
09 Oct My brother died without a will. What happens next?
Without a will, state law governs how property is distributed....
06 Oct Can an irrevocable trust be changed or canceled?
Changes can be made for trusts, but it's not always easy....
04 Oct Will Medicaid try to go after a term insurance policy?
Medicaid may seek to recover funds, but some assets aren't touchable....