10 Dec How does the inheritance tax work when there is a trust?
Rules for inherited IRAs changed significantly with the SECURE Act. ...
Estate Planning
09 Dec My parents died. What do we do with their timeshares?
Timeshares often end up becoming expensive headaches. ...
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. ...
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. ...