15 Dec Should I report a death to the credit bureaus?
Some are concerned that a deceased person's identity could be stolen....
Estate Planning
12 Dec Is this inheritance also subject to income taxes?
The inheritance tax is bad enough, but income tax too? ...
04 Dec A beneficiary won’t sign off on estate payouts. What’s next?
The executor has a fiduciary duty to the estate....
01 Dec My dad died. The estate is settled. What paperwork do I need to keep?
Some documents can be tossed, but others should forever be saved....
30 Nov Can I attach conditions if I gift money to my kids?
If you're worried about a spendthrift, you have several options....
28 Nov My wife died. What about cost basis, taxes for our home sale?
Timing matters when determining capital gains on a home sale. ...
27 Nov I have a small estate. Do I need a will?
Without a will, state law may decide who gets your belongings....
24 Nov What taxes are due on this rental property that was in a trust?
Data breaches are all too common, so what can you do to protect yourself?...