08 May Can I distribute inheritances now or do I have to wait?
If you pay out money to beneficiaries too soon, there could be trouble. ...
07 May What happens to SALT deductions if we file separately?
Couples who file taxes separately need to continue several issues. ...
07 May My ex-wife died. Do I have rights to her house?
A will must be considered first. If there is no will, family matters. ...
06 May I was awarded my ex’s pension but I can’t get it. What can I do?
You may be able to amend your agreement to get the funds. ...
06 May Grandma opened a 529 plan and she doesn’t remember where
There are several ways to track down a missing account. ...
05 May I don’t live with my spouse. How should we file our taxes?
You have options for your tax return if you have not yet divorced. ...
05 May How can I be sure the inheritance tax is paid when I die?
The inheritance tax is based on your relationship to the beneficiary....
04 May Is the $600 unemployment benefit taxable?
Unemployment benefits will be taxed, so plan ahead. ...
04 May How much of my traditional IRA can I convert to a Roth?
A Roth IRA can be a valuable strategy for retirement savings....
01 May What happens when the trustee of a trust dies?
The terms of the trust may specify what happens if a trustee dies. ...