10 Jul Will we really pay 39% in tax on this home sale?
If a home is in a trust, the tax structure changes....
Estate Planning
10 Jul Can I get money from a house in a trust to care for Dad?
Much depends on whether the trust was properly executed....
05 Jul How do I know what kind of power of attorney I need?
A power of attorney is one of the most important estate planning documents....
04 Jul My mom was the life tenant and I got the house. What’s next?
When someone with a life estate dies, here what you should know....
29 Jun We inherited a retirement account. Is the inheritance tax due?
The inheritance tax is based on the relationship between the deceased and the heir....
28 Jun My husband died. Why can’t I buy out his car lease?
It's all about the language of the lease contract....
21 Jun Is a personal needs account balance exempt from Medicaid recovery?
Medicaid will recover certain funds after a beneficiary dies....
16 Jun I need to do an estate plan. What documents should I get?
There are three important estate planning documents everyone should have. ...