19 May Should I get a new will or change an existing one?
There are advantages to getting a new will instead of changing an older one. ...
Estate Planning
15 May A special needs trust beneficiary died. What taxes are due?
It depends on how the special needs trust was established and funded. ...
08 May Can I distribute inheritances now or do I have to wait?
If you pay out money to beneficiaries too soon, there could be trouble. ...
07 May My ex-wife died. Do I have rights to her house?
A will must be considered first. If there is no will, family matters. ...
05 May How can I be sure the inheritance tax is paid when I die?
The inheritance tax is based on your relationship to the beneficiary....
01 May What happens when the trustee of a trust dies?
The terms of the trust may specify what happens if a trustee dies. ...
30 Apr Do I have to take a distribution from my inherited IRA?
Beneficiaries get a break on taking a distribution because of the coronavirus crisis. ...
27 Apr What are the rules when a beneficiary inherits an IRA?
The SECURE Act changed how you must take distributions from inherited IRAs?...