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. ...
Estate Planning
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....
09 Aug I’m getting an overseas inheritance. Will it be taxed?
The country where the inheritance initiated matters....
07 Aug Will adding my partner’s name to my deed trigger a gift tax?
It matters whose name is on the deed for your real estate....
25 Jul What documents do I need with my will?
Estate planning documents will help ensure your wishes are followed....