07 Feb How can I make cash easy to access if an older person needs care?
There are several ways to make money accessible for people who may care for you....
07 Feb Who gets paid first after someone dies? Home loans or Medicaid?
There is an order in which funds from a person’s estate are distributed. ...
06 Feb Can someone on disability also get Social Security survivor benefits?
There is no double-dipping with these federal benefits....
06 Feb I’m a teacher. Is my retirement account subject to the inheritance tax?
Different assets may be taxed differently upon your death....
03 Feb How should we manage inheritances for kids with mental health challenges?
You can structure trusts and other documents to help your heirs....
03 Feb What’s the best way to identify a high quality annuity?
You can find highly rated annuities. Just make sure they're right for you....
02 Feb Do I have to give my ex half of my home’s value?
Depending on the specifics of a divorce agreement, you could end up in court....
02 Feb When do I have to take my first IRA distribution?
The rules surrounding IRA distributions have changed in recent years. ...
01 Feb Will Medicaid try to recover money from a 55-year-old patient?
By law, Medicaid has to try to recover funds from the estates of recipients....
01 Feb Mom has dementia. How do I manage her finances?
Start by having a discussion with your parent so they understand that you are trying to help....