16 Jul Helping a parent who never managed money
Without prying, strategies to help an older relative....
Estate Planning
11 Jul How your inheritance will be taxed
Inherited assets will have a step-up in basis, and this can save you in taxes. ...
09 Jul I found cash in my parents’ house. What next?
Cash must be included as part of a deceased person's estate. ...
03 Jul Why it matters what assets you leave to heirs
How you divide your assets will matter to your heirs....
21 Jun Making sure your ‘power of attorney’ is legal
Make sure your legal documents are correctly prepared and executed....
21 Jun What’s the difference between these legal docs?
Understanding important documents for your estate plan....
18 Jun How long to keep a dead person’s paperwork?
Here's a guide for keeping - and tossing - important paperwork....
14 Jun Does a step-up in basis apply to trusts?
Understanding what happens to investments when they're inherited....