14 Jun Does a step-up in basis apply to trusts?
Understanding what happens to investments when they're inherited....
Estate Planning
12 Jun Funeral trusts aren’t as simple as you think
When you're applying for Medicaid, some choices can't be changed....
07 Jun Will Medicaid take my mom’s home?
Under certain circumstances, homes can be protected from Medicaid....
05 Jun What happens if executor doesn’t pay off dead person’s debt?
An executor can't neglect her responsibilities without consequences....
01 Jun Why paying an estate attorney is worth it
You can lose more money if you don't hire the right professionals. ...
23 May Do spouses owe tax on inherited bank accounts?
Spouses have special rules when it comes to inherting assets....
21 May Did someone steal this life insurance policy?
How to find a lost life insurance policy....
17 May What the inheritance tax means for step-families
Step-grandchildren are subject to the inheritance tax. ...