01 Dec My dad died. The estate is settled. What paperwork do I need to keep?
Some documents can be tossed, but others should forever be saved....
30 Nov Can I attach conditions if I gift money to my kids?
If you're worried about a spendthrift, you have several options....
30 Nov Are the Senior Freeze income limits for a household or individual?
The Senior Freeze helps to keep property tax hikes in check. ...
29 Nov I still haven’t gotten my ANCHOR benefit. What can I do?
The state said it has already paid out the majority of benefits....
28 Nov Should young adults freeze their credit reports?
A credit freeze can protect your finances from unexpected breaches....
28 Nov My wife died. What about cost basis, taxes for our home sale?
Timing matters when determining capital gains on a home sale. ...
27 Nov Should I keep the stock in this inherited Roth IRA?
If you inherit an IRA, there are rules you must follow to avoid penalties....
27 Nov I have a small estate. Do I need a will?
Without a will, state law may decide who gets your belongings....
24 Nov What taxes are due on this rental property that was in a trust?
Data breaches are all too common, so what can you do to protect yourself?...
24 Nov I get Social Security. Can I get disability also?
Social Security and disability benefits are not completely separate benefits....