21 Apr Do I owe taxes on this inheritance?
Several factors are considered in determining any tax liability. ...
Estate Planning
20 Apr Must executor wait before selling a deceased person’s home?
Being in charge of someone's estate is an important responsibility. ...
19 Apr My marriage wasn’t legal. What happens to my house?
You can take steps to protect your interest in the house. ...
12 Apr What does becoming someone’s ‘power of attorney’ mean?
A power of attorney authorizes someone to act on your behalf if you cannot....
08 Apr What tax is due if I use dad’s IRA to pay funeral expenses?
Taxes will be due on money taken from an IRA. ...
04 Apr My son’s ex wants his inheritance. How can I protect it?
A trust may protect funds from judgments and creditors....
23 Mar How can I get senior community to release assets to this trust?
Disposition of assets in a trust should be governed by that trust....
22 Mar Will this life insurance policy be seen as an asset by Medicaid?
Medicaid has strict income and asset limits. ...