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. ...
Estate Planning
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. ...
13 Nov I remarried. Should he put my name on his home’s deed?
When you remarry, there are considerations when it comes to asset ownership. ...
12 Nov Can I extend the gift tax exclusion through the entire year?
You have both an annual gift tax exclusion and a lifetime one, too. ...