30 Jan Can mom’s executor just give stuff away?
It all depends on the specifics of the will. ...
29 Jan The best way to save college money for a toddler
529 plans are arguably the best way to save for college. ...
29 Jan What’s changed with the standard deduction for seniors?
There are changes to the tax plan for senior citizens....
28 Jan Can I consolidate these accounts?
Certain kinds of retirement accounts can be merged together. ...
28 Jan Who is responsible for these medical bills?
When someone dies, only certain people can be called upon to pay bills. ...
25 Jan What should we know about annuity sales pitch?
Annuities may be appropriate for some investors and not others. ...
25 Jan Don’t run afoul of this IRS rule
If you sell an investment, don't buy it back too quickly. ...
24 Jan Mom has dementia. How can I help?
Even if you want to help, your choices may be limited. ...
24 Jan Can I get my ex’s disability benefits?
Disability benefits don't have the same rules as spousal benefits....
23 Jan Gifting rules if you pay someone’s loans
Understand gifting rules before you give a large gift of cash. ...