28 Feb What changes for inherited IRAs under the SECURE Act?
Under the new law, you have to take distributions over 10 years. ...
Estate Planning
27 Feb Should I gift my assets to avoid gift and estate taxes?
You can use annual gifts to transfer property to your heirs. ...
21 Feb How the SECURE Act changed the inherited IRA
Beneficiaries of inherited IRAs can no longer take distributions over their lifetimes. ...
21 Feb How do we add our sons’ names to our home’s deed?
There may be unintended consequences when you add other names to your home's deed. ...
19 Feb My mom’s husband hasn’t probated her will. Now what?
As a beneficiary, you have rights after someone dies. ...
13 Feb With SECURE Act, how can I preserve my heirs’ inheritance?
The SECURE Act changes how non-spouse inherited IRA distributions work....
13 Feb What happens to Medicaid if we put our assets in a trust?
Trusts can be useful, but the terms and timing is everything. ...
12 Feb How long does it take to pay out a family trust?
You want to make sure an executor or trustee is doing his or her job. ...