19 Dec What’s the best way to leave money for my grandchildren?
Planning to gift money involves a lot of thinking. ...
Estate Planning
26 Nov What tax is owed on an IRA I inherited from my mom?
You will pay tax as you take distributions from inherited IRAs. ...
20 Nov Mom died. Do we owe state tax on her 401(k)?
It matters whether a beneficiary was named or if the asset goes to the estate....
31 Oct What happens to my wife’s bond after her death?
It depends on how the bond was purchased and what the will says, if there is one. ...
24 Oct Our will is 11 years old. Is it still good?
Many people tuck their will away and don't think about it again....
25 Sep I inherited a Roth from my sister. How do I get the money?
To make sure taxes are paid, the state has specific rules to follow. ...
05 Sep Will tax be owed on this inheritance?
Here's what determines whether your inheritance will be taxed. ...
08 Aug Can I retitle a home to protect it from Medicaid?
Medicaid has a five-year lookback period, so be prepared....