21 Oct Do I have to leave my investments to my wife?
When you're married, you have to consider the rules that will cover your assets. ...
Estate Planning
19 Oct Should I create a company to hold properties my kids will inherit?
You should speak to an estate planning attorney to plan for your heirs. ...
09 Oct What happens to this inherited IRA for a new beneficiary?
The rules have changed for non-spouses who inherit retirement accounts. ...
06 Oct I inherited an IRA. What’s the best way to take out money?
The rules for how to take inherited IRA distributions has changed. ...
05 Oct I think my mother left a retirement account to me. How can I find out?
Retirement accounts pass by beneficiary designation and not under a will,...
02 Oct Will our daughter’s old creditors come after money we gift her?
Old debts can come back to haunt you, so protect your assets. ...
02 Oct What’s needed to transfer this inherited stock account?
You will need documentation as required by the financial institution. ...
28 Sep After someone dies, here’s what an executor needs to know
The executor is in charge of distributing inheritances and more. ...