04 Dec What happens to tax credits now that our home is in a trust?
There may be unintended consequences by putting a house in a trust. ...
Estate Planning
03 Dec Will my niece owe inheritance tax on my N.Y.-based estate?
New Jersey can't touch assets that aren't based in the state. ...
03 Dec How can we save my mom’s money from Medicaid?
An ABLE account can preserve funds for people when they apply for Medicaid. ...
01 Dec Will this inherited house be subject to the inheritance tax?
The inheritance tax is based on the relationship of the heir to the deceased. ...
27 Nov My aunt’s estate is getting 9/11 fund check. Are taxes owed?
An estate tax return is usually due eight months after a person's death....
23 Nov After mom died, my brother is staying in the house. What’s next?
The language of the will should guide an executor on how to handle an estate. ...
18 Nov I’m being denied an inheritance. Can they do that?
Beneficiary designations mean everything when it comes to your estate plan. ...
16 Nov Can I convert this IRA to a Roth to leave tax-free inheritance?
Before you convert an IRA, consider the tax consequences and your cash flow. ...