17 Mar We’re trying to close out an estate. Do we need this form?
It all depends on whether an estate tax return needs to be filed. ...
Estate Planning
16 Mar How do we pay an executor commission fairly among beneficiaries?
State law sets how much of a commission can be paid, and how. ...
14 Mar Is putting money in a payable-on-death account a good idea?
There are many ways to leave your assets to your loved ones....
10 Mar My husband won’t make an estate plan. What can I do?
Even alone you can take steps to plan for your assets and your heirs. ...
09 Mar How much of an executor commission can I get?
State law sets the commission based on percentages. ...
25 Feb Can I sell my house after I put it in a trust?
A trust can be a helpful estate planning tool. ...
23 Feb What happens when I inherit a house that’s in a trust?
A lot depends on the specifics of the trust. ...
22 Feb How does the Roth conversion 5-year rule work if you die?
Converting a traditional IRA to a Roth has tax consequences....