17 Dec Does a deed have to be changed to get property tax benefits?
There are pros to changing a deed after someone dies. ...
12 Dec Can someone other than heirs manage money when we’re gone?
There are several ways to manage your estate after you die. ...
02 Dec My dad died. Can I cash his ANCHOR check?
The ANCHOR property tax benefit is paid for past years. ...
28 Nov My brother died with $37K in debt. What happens now?
Know your rights if you're surprised by a loved one's debts....
06 Nov How can I start a trust for my family that doesn’t cost too much?
Trusts can be complicated, so you need someone with experience to help. ...
16 Oct If I put my house in a trust, what happens to the Senior Freeze?
A trust is considered its own entity, so understand what you're getting. ...
03 Oct How is an IRA left to an estate taxed?
Trusts have one of the highest tax rates out there, so beware....
01 Oct Does this trust have to file a separate tax return?
Trusts can be an important estate planning tool -- if you understand them....
24 Sep How can I find someone to help with my money and health care?
Choosing a fiduciary is part of a comprehensive estate plan. ...
11 Sep I’m inheriting two IRAs. What happens with the pension exclusion?
You might be able to avoid income tax if you qualify for the pension exclusion...