23 Mar Mom needs a nursing home. Can we protect her IRA from Medicaid?
You won't qualify for Medicaid if your asset base is too high. ...
Estate Planning
23 Mar Can an irrevocable trust own a 529 plan?
529 plans typically have an owner and a beneficiary....
07 Mar How can I protect inheritances from SECURE Act withdrawals?
The SECURE Act eliminated the ability to make inherited IRAs last a lifetime....
02 Mar Is an inheritance tax due when a 401(k) is inherited?
The relationship between the beneficiary and the deceased determines the tax....
01 Mar What does an executor have to include in a list of an estate’s assets?
Executors must account for assets, pay off debts and distribute inheritances....
01 Mar Can I stop my husband and 3 children from getting an inheritance?
Meeting an estate planning attorney can ensure your wishes are followed....
24 Feb My wife died. How will the sale of our home be taxed?
Taxes due will depend in part on the timing of the sale. ...
22 Feb Am I taxed on stock I inherited from my husband?
The tax treatment of some investments can be complex....