14 Jan I’m named as a power of attorney. What does it mean?
Managing someone's finances is a great responsibility....
Estate Planning
13 Jan Can I force my grandkids to invest a gift?
Most gifts have no strings attached, no matter your intention. ...
07 Jan Will my Roth IRA be tax free if my adult kids inherit it?
A tax-free account is a valuable item to inherit....
05 Jan Can my dad cut me out of an inheritance?
Not everyone is entitled to an inheritance, no matter what promise was made. ...
29 Dec My wife didn’t get her inheritance. What can we do about it?
You can investigate whether a will was probated after a death. ...
27 Dec What’s the cost basis for an inherited brokerage account?
The value on the date of death is what's important here....
22 Dec My kids are brats. I don’t want them to inherit. What’s next?
You can take steps to make sure your money goes where you want after you die. ...
17 Dec How can I avoid the inheritance tax for my nephews?
The inheritance tax is levied based the heir's relationship to the deceased. ...