21 May Should mom convert her IRA so we save on taxes?
There are several consequences when you convert an IRA. ...
Estate Planning
13 May Who inherits this IRA after the beneficiary dies?
Beneficiary designations of the language of the will dictates how an inheritance is distributed. ...
10 May Will there be a step-up in basis for this inheritance?
Certain inheritances will have a tax advantage while others do not. ...
07 May I’m leaving my estate to my caregiver. Can my family fight it?
People can contest estate planning documents for many reasons. ...
05 May Who gets this house after spouse dies with no will?
Without a will, state law will determine who gets property. ...
30 Apr Do I have the right to know who my ex’s beneficiary is?
Ex-spouses may not have any standing when it comes to an ex's death. ...
26 Apr Will changing this home’s deed cost us any money?
There’s often confusion about the proper way to transfer a deed....
23 Apr I’m buying a house for my daughter. How should I do it?
Before making a move, consider your overall estate plan. ...