20 Feb My husband died. Who should get his benefits?
Certain assets are distributed by beneficiary designation, but there are other considerations. ...
Estate Planning
17 Feb Can I gift money for a house and deduct it on my tax return?
Gifts are not deductible to the donor, nor are they income to the donee....
15 Feb What happens to Medicaid if mom gifts her IRA to her kids?
There is a five-year period where Medicaid will look at your finances....
10 Feb I overpaid taxes for my deceased aunt. Can I get a refund?
There is a time limit to get money back if you've paid taxing authorities too much. ...
09 Feb How do we pay inheritance tax on this inherited IRA?
The state sets inheritance tax rates based on the deceased's relationship to the heir....
07 Feb How can I make cash easy to access if an older person needs care?
There are several ways to make money accessible for people who may care for you....
07 Feb Who gets paid first after someone dies? Home loans or Medicaid?
There is an order in which funds from a person’s estate are distributed. ...
06 Feb I’m a teacher. Is my retirement account subject to the inheritance tax?
Different assets may be taxed differently upon your death....