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....
Estate Planning
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....
21 Feb I inherited a house from my aunt. What inheritance tax is due?
The inheritance tax is based on your relationship to the deceased....
21 Feb I want to gift I Bonds to my grandchildren. How?
You can do it, but you may need help from their parents. ...
20 Feb My wife died. Should I change the deed to our home?
There are pros and cons to changing a home's deed after someone dies....
20 Feb My husband died. Who should get his benefits?
Certain assets are distributed by beneficiary designation, but there are other considerations. ...