02 Jan I’m the executor of my mom’s estate. Am I doing it right?
Executors have a fiduciary duty to perform certain tasks. ...
Estate Planning
29 Dec Will my Roth IRA heirs have to take annual distributions?
Roth IRAs have different rules once they are inherited....
28 Dec My brother died. Who has a claim to his pension?
When it comes to pensions, much depends on the choices made by the retiree....
28 Dec How do I find advisors who are competent and trustworthy?
Get ready to do some research and ask questions to prospective pros....
26 Dec I’m a ‘Class C’ beneficiary. Will I have to pay inheritance tax?
Inheritance tax is based on the relationship between the beneficiary and the deceased. ...
26 Dec My sister is giving me $40K. Do I need to pay a gift tax?
Gift taxes are the responsibility of the giver, not the recipient....
21 Dec My neighbor left me an inheritance. Do I owe inheritance tax?
Taxes are based on the relationship between the beneficiary and the person who died. ...
20 Dec Mom and daughter have a joint account. What happens to the money?
Joint accounts will be considered when someone needs Medicaid coverage....