27 Jan My kid is upset he’s not my executor. What should I do?
In the end, you can choose who you trust, even if someone isn't happy about it. ...
Estate Planning
21 Jan My kids are fighting about being my executor. What should I do?
In the end, you get to decide who manages your affairs. ...
21 Jan Will being paid as power of attorney hurt a Medicaid application?
If you receive income for managing an estate, you should declare it on your tax return. ...
17 Jan Should I put money in a Roth or gift it outright to my kids?
When you think of the future, some ways of giving are better than others. ...
15 Jan My husband won’t come to create a will. What can I do?
If you don't have a will, the state will decide what happens to your assets. ...
03 Jan If I leave this house to my sister, will she owe inheritance tax?
The state's inheritance tax is based on your relationship to the person who dies....
02 Jan How do reverse mortgages work? Should I get one?
You should not enter into a reverse mortgage lightly. Do the research. ...
30 Dec Do I lose ANCHOR and other benefits with a house in a trust?
The specifics of the trust matter so it's worth meeting with a professional....