01 Jun Dad died and my sister is on his account. What happens next?
Decisions you make with your money will have consequences after you're gone....
Estate Planning
30 May Can creditors take money from this POD account?
Funds in the account pass directly to the named beneficiary without probate....
12 May Will Medicaid take my home if I need nursing home care?
If you need Medicaid, there are rules that govern your assets. ...
05 May How can you protect a money gift from a spendthrift’s bad habits?
Using a trust can add conditions to money gifts, but not without complication. ...
04 May How do I deposit a check for a deceased person?
An account should be opened up for the person's estate....
03 May I don’t want my sister to get anything when I die. What can I do?
You have to take steps to make sure your wishes will be followed....
03 May My ex died. Can I claim his retirement benefits?
Your divorce settlement would dictate what you may be due....
01 May My dad died. Do I have to manage his estate?
Whether or not you're named as executor, you have options. ...