18 Jul Is it better to buy an annuity from a bank or insurance company?
Before you buy an annuity, learn a lot and shop around. ...
Estate Planning
15 Jul Does my new wife automatically own my house?
Marriage may not change property ownership, but you need an estate plan. ...
12 Jul What are the restrictions for a life estate?
Here's what you need to know about this estate planning strategy....
12 Jul Does a child pay taxes on an inherited home?
There are several taxes to consider if you inherit a home. ...
10 Jul How long do I have to keep these records?
It's easier to hold onto paperwork than it is to recreate it. ...
04 Jul Do I have to file an inheritance tax return?
If you're getting an inheritance, understand how the state's tax works. ...
03 Jul Do I really need a will to help my son when I die?
A will does more than imply pass on your property....
28 Jun Fairness after helping adult child with money
Conversations with your children about your will are vital to keep the peace. ...