04 May What to do with inherited stocks
It usually doesn't make sense to keep inherited investments. ...
Estate Planning
07 Apr Mom doesn’t have a will
How to help a parent create needed estate planning documents. ...
29 Mar A second marriage and an inheritance
What to expect from a parent's estate after they die. ...
24 Mar When a trust tax return isn’t filed
Getting back on track after being remiss with trust tax returns. ...
15 Mar Moving to avoid estate and inheritance tax
A rundown of how to learn about lower-tax states. ...
10 Mar Tax bill on gifted or inherited home
To transfer a home to your heirs, how and when you do it impact the tax bill. ...
03 Mar Tax differences with gifted or inherited stock
It makes a big tax difference if you gift stock when you're alive or after you're dead ...