02 Apr Can I get Social Security from a domestic partnership?
Domestic partnerships offer protections and planning for some couples. ...
02 Apr What is the simplest way to dissolve my revocable trust?
It's not unusual for people to have second thoughts about trusts....
01 Apr My house gained in value. What happens to my reverse mortgage?
You can tap your equity, but make sure you understand the agreement. ...
01 Apr I inherited a house. How do taxes work if I sell it?
An inherited home is treated differently than a home that's gifted....
29 Mar Do I owe tax on the sale of my home after I moved?
The circumstances of the sale will determine what taxes are owed....
29 Mar Are trusts really taxed at 37%?
Before you create a trust, make sure you understand how it works....
28 Mar How can I save for both retirement and college?
Data breaches are all too common, so what can you do to protect yourself?...
28 Mar Do I really owe this money after selling my home?
You must meet two conditions to qualify for a capital gains exclusion....
27 Mar We moved. Do we qualify for the ANCHOR benefit?
Eligibility requirements include the date by which you must have owned the home. ...
27 Mar I’m confused about tax from my Roth IRA conversion
When you convert to a Roth, you'll have to pay a tax bill. ...