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. ...
Estate Planning
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. ...
10 Nov Are trust distributions really taxed at 37%?
The terms of the trust will determine how and when funds are paid to beneficiaries. ...
09 Nov How long do I have to keep birth certificates, tax returns?
There are good reasons to hold onto important documents. ...
28 Oct What happens if an executor doesn’t pay out inheritances?
There are many reasons why an estate takes a long time to be settled. ...