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....
Estate Planning
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. ...
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....