20 Dec Mom and daughter have a joint account. What happens to the money?
Joint accounts will be considered when someone needs Medicaid coverage....
Estate Planning
14 Dec My aunt has an annuity. What happens to the money if she dies?
Different types of annuities have varying payout options for beneficiaries....
12 Dec Do my children owe tax if I gift houses to them?
It's important to understand how the gift tax works....
08 Dec I’m getting a smaller inheritance. Is something fishy going on?
Sometimes mistakes happen, but sometimes you need a lawyer....
06 Dec My father died. How can I find his life insurance policy?
There are several ways to track down a missing policy....
02 Dec We want to cut one child out of our will. Can we?
There are strategies to avoid fights over the estate after you're gone....
30 Nov What would happen if a husband takes property out of a trust?
The details and language of a trust are the deciding factors....
28 Nov Mom died years ago, but I just found a bond. What do I do?
You have to worry about taxes and distributions of assets....