30 Nov I have an inherited IRA. How soon do I have to take distributions?
The rules for new inherited IRA distributions have changed. ...
Estate Planning
26 Nov My mother-in-law died. Do we have to file inheritance tax forms?
Inheritance tax is determined by the relationship of the deceased to the beneficiaries. ...
19 Nov I paid for my brother’s funeral. When will I be reimbursed?
As a creditor of the estate, you should be reimbursed....
18 Nov I found two old life insurance policies. How can we collect?
There are several ways to track down an old life insurance policy....
16 Nov If a beneficiary doesn’t pay taxes, do I have to?
The IRS will make sure it gets its due when an estate closes....
15 Nov Is this estate eligible for the Homestead Rebate?
You can file for the Homestead Rebate for a homeowner who has died. ...
11 Nov Do I need an inheritance tax waiver to sell this home?
An executor has some specific paths to follow to close out an estate. ...
04 Nov What kind of tax will we owe by selling this inherited property?
There will be taxes due when you sell an inherited property. ...