08 Oct How can I protect my sick dad’s money from scammers?
Getting guardianship over an elderly parent can protect their assets. ...
Estate Planning
08 Oct Should I gift money to my kids now or wait to save taxes?
You should take your total financial plan into account before you decide. ...
02 Oct Can I buy my brothers out of my father’s home after he died?
You must follow estate planning documents before you make any moves. ...
30 Sep Do we need a power of attorney when we have joint accounts?
Probably not, but there are other reasons to get this important document....
27 Sep How can I protect my daughter’s inheritance?
You can set up a trust to protect your child's inheritance. ...
25 Sep What problems can be caused by a joint bank account?
There could be unintended consequences if you have a joint bank account. ...
24 Sep My mom wants to give me her house. What’s the best way?
There are tax consequences to transferring a home. ...
19 Sep I’m fighting with my mom’s executor. What can I do?
The executor must give you a copy of the will so you can see its provisions. ...