22 Aug Should I put my house in a trust for children to inherit?
People often make costly mistakes when they plan for passing on real estate....
Estate Planning
21 Aug I’m a Class D beneficiary. Will I owe inheritance tax?
The inheritance tax is based on your relationship to the deceased....
17 Aug How can my son spend money in his QIT?
If you need Medicaid, this account can shield some of your income. ...
16 Aug What should I know about this account in my name with Mom?
Shared accounts will show who contributed and who took money out. ...
14 Aug What’s the best way to sell or gift my car for $1?
Be aware of when you must file a gift tax return. ...
11 Aug Should elderly parents move to avoid inheritance taxes?
The specifics of inheritance tax rules are different by state....
10 Aug Will we owe taxes when we inherit POD accounts?
Inheritance taxes are levied based on the relationship between the deceased and the beneficiary....
10 Aug My wife died. Do I need changes to my will?
When you have a major life change, review your estate planning documents....