22 Feb How does the Roth conversion 5-year rule work if you die?
Converting a traditional IRA to a Roth has tax consequences....
Estate Planning
21 Feb My friend’s ex died. Who has the right to his property?
A divorce agreement may hold the key to what happens next. ...
21 Feb Stepmom says she gets everything after dad died. Is that right?
Without a will, state law will determine who inherits property. ...
09 Feb Do we need state forms before paying out this inheritance?
Closing out an estate can be time-consuming. ...
03 Feb My grandmother’s estate owes back taxes. What next?
The executor is responsible for making sure taxes and debts are paid. ...
02 Feb Mom put me on her bank accounts. Are there taxes when she dies?
You will be the sole owner when your mother dies. ...
31 Jan Am I responsible for my deceased brother’s affairs?
Even if you're named executor, you don't have to do the job. ...
28 Jan How long do I have to keep paperwork after someone dies?
Get the shredder! You don't need to keep everything forever....