20 Nov Mom died. Do we owe state tax on her 401(k)?
It matters whether a beneficiary was named or if the asset goes to the estate....
Estate Planning
31 Oct What happens to my wife’s bond after her death?
It depends on how the bond was purchased and what the will says, if there is one. ...
24 Oct Our will is 11 years old. Is it still good?
Many people tuck their will away and don't think about it again....
25 Sep I inherited a Roth from my sister. How do I get the money?
To make sure taxes are paid, the state has specific rules to follow. ...
05 Sep Will tax be owed on this inheritance?
Here's what determines whether your inheritance will be taxed. ...
08 Aug Can I retitle a home to protect it from Medicaid?
Medicaid has a five-year lookback period, so be prepared....
08 Aug Am I eligible for food stamps? Would I have to repay it?
Here's the lowdown on Supplemental Nutrition Assistance Program (SNAP)....
01 Aug Can I apply for property tax breaks for someone who died?
The date of death is the key for applications on behalf of an estate. ...