06 Jan Can we be forced to make monthly payments by autopay?
Lots of businesses want to put your bills on autopay....
03 Jan If I leave this house to my sister, will she owe inheritance tax?
The state's inheritance tax is based on your relationship to the person who dies....
02 Jan How do reverse mortgages work? Should I get one?
You should not enter into a reverse mortgage lightly. Do the research. ...
01 Jan Can a dead person’s ANCHOR be reissued in heirs’ names?
The most recent ANCHOR benefit is for the 2021 tax year. ...
31 Dec The state doesn’t answer our calls. Can you explain the pension exclusion?
You may be able to escape state income taxes if you qualify....
30 Dec Do I lose ANCHOR and other benefits with a house in a trust?
The specifics of the trust matter so it's worth meeting with a professional....
28 Dec Why won’t the bank release part of this inherited account?
Banks must follow certain rules with accounts held by people who died. ...
26 Dec How can I maximize my kids’ inheritance from these IRAs?
There are strategies to use, but the IRS will want its part eventually. ...
25 Dec I own a home with a partner. Do we both full ANCHOR benefits?
The ANCHOR benefit pays up to $1,750 to homeowners and $700 for renters. ...
24 Dec Can I save on taxes when I sell my second home?
It depends on whether you ever rented out the home. ...