07 Aug Mom is lost financially after dad died
Helping a widow get on track with her finances. ...
Estate Planning
03 Aug I’m suspicious of my dad’s advisor
How to approach older parents about their financial affairs....
01 Aug When older folks refuse help – but need it
How to start that tough conversation with your loved ones. ...
31 Jul How much can I give for a wedding?
Understand gift tax rules before you give for a wedding. ...
27 Jul What a ‘life estate’ means for your home
Home ownership and your estate plan. ...
21 Jul Can N.J. tax a Pennsylvania inheritance?
A look at how out-of-state inheritances are taxed....
14 Jul How to avoid the inheritance tax
Gifting during your lifetime may help avoid taxes. ...
13 Jul How is the federal estate tax calculated?
Looking at percentages and the estate tax. ...