01 Oct Does this trust have to file a separate tax return?
Trusts can be an important estate planning tool -- if you understand them....
Estate Planning
24 Sep How can I find someone to help with my money and health care?
Choosing a fiduciary is part of a comprehensive estate plan. ...
11 Sep I’m inheriting two IRAs. What happens with the pension exclusion?
You might be able to avoid income tax if you qualify for the pension exclusion...
09 Sep What has to be done when someone dies without a will?
State law will determine what happens to someone's assets....
26 Jul I want to give money to a relative. What’s the best way to go?
There are several ways to help relatives financially if you can afford it. ...
22 Jul Can you clear up this inheritance tax confusion?
Figuring out taxes for an estate can be complicated....
19 Jul How are estate taxes paid after someone dies?
If you're the executor, be sure to take care of all tax liabilities. ...
17 Jul I’m an executor. What do I do with these paper bonds?
As an executor, you want to make sure to perform your duties correctly....