19 Jun I inherited my friend’s estate. Can we talk taxes?
Estate taxes, inheritance taxes, income taxes. Oh my. ...
Estate Planning
17 Jun What happens to a bank account owned by two people when one dies?
What's most important is the relationship between the two owners. ...
14 Jun What taxes are owed if I gift a house to my adult children?
You may have to file a form with the IRS when you make the transaction. ...
12 Jun My aunt is incapacitated but there is no power of attorney. What’s next?
A power of attorney assigns someone to handle your affairs if you're unable....
24 May Can a trust be eligible for rebates when someone dies?
If you don't review the rebate terms, you could leave money on the table. ...
21 May How much of my home will Medicaid take after I die?
Medicaid is required by law to try to recover money it spent for your care....
20 May How can I get money from this account after co-owner died?
Putting someone's name on your account can have unintended consequences....
10 May Mom left us her home. Can we transfer our shares to one sibling?
There are tax considerations before you gift assets or property....