27 Apr What are the rules when a beneficiary inherits an IRA?
The SECURE Act changed how you must take distributions from inherited IRAs?...
Estate Planning
27 Apr What kinds of taxes will a trust be required to pay?
Trusts can get hit with the highest tax rates out there. ...
20 Apr Do my children have to pay my debts when I die?
Your estate may have to pay debts before your beneficiaries see any money. ...
10 Apr My aunt died. What is my job as her executor?
As executor, you must pay bills, file tax returns and distribute assets. ...
07 Apr Am I responsible for my mom’s debts after she dies?
You can't distribute inheritances unless the deceased's debts are paid first. ...
01 Apr My wife died last year. How should I file my 2019 tax return?
You have choices for your tax return after the death of a spouse. ...
31 Mar Can I deduct funeral expenses for my husband on my taxes?
Here's why you can't take his funeral expenses on your personal return. ...
26 Mar Will Medicaid take my mom’s life insurance policy?
You can't have more than $2,000 in assets to qualify for Medicaid. ...