10 Apr My aunt died. What is my job as her executor?
As executor, you must pay bills, file tax returns and distribute assets. ...
Estate Planning
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. ...
25 Mar For Medicaid, should parents put kids on joint account?
Shifting assets to prepare for Medicaid isn't a simple act. ...
19 Mar How will my assets go to my adult children when I die?
Talk to an estate planning attorney so your assets are distributed as you plan. ...
19 Mar What can I do if my sister took advantage of dad’s trust?
If someone is not completing their estate planning responsibilities, take action....