29 Jan Will a trust extend an inherited IRA distribution period?
The SECURE Act changes the distribution rules for inherited IRAs. ...
Estate Planning
28 Jan Can a trust own a 529 plan for a grandchild?
You have several ownership options if you fund a 529 plan. ...
24 Jan Pros and cons of a ‘payable on death’ account
What you should know if you're trying to pass assets to beneficiaries. ...
21 Jan What happens with taxes after we sell grandma’s house?
When you inherit a home, there are several taxes to consider. ...
17 Jan How can my kids inherit my property and avoid taxes?
Inheritances can face several different kinds of tax burdens....
15 Jan Is mom liable for my dead father’s credit card debt?
Certain assets could be tapped to pay a deceased person's debts. ...
14 Jan Who has to pay tax on this inheritance?
The will may dictate who pays the inheritance tax when someone dies. ...
13 Jan Can son remain in 55-and-over community after parent dies?
Despite what a will says, the by-laws of an adult community may reign. ...