09 Jun Who gets the proceeds of my ex’s life insurance policy?
There are several ways the funds can be paid, depending on specifics....
02 Jun How do I know if I need a power of attorney, and what kind?
Here's a primer on how to use these important documents. ...
09 May Do I need an updated will if my situation hasn’t changed?
It's important to make sure your estate plan still matches your wishes....
05 May How should I plan my estate for kid who is bad with money?
Looking ahead to how an heir may spend an inheritance isn't simply. ...
11 Apr Who has to pay the inheritance tax when someone dies?
The executor must make sure the inheritance tax is paid. ...
08 Apr Do I have to file a gift tax return after mom died?
You may have to file even if no tax is due. ...
06 Mar Can undocumented people inherit property when someone dies?
When someone dies, several taxes can come into play....
28 Feb I just inherited an IRA from a neighbor. What should I know?
The rules for inherited IRAs depend on your relationship to the deceased. ...
13 Feb I’m leaving assets to siblings and friends. What should I know?
Without "Class A" beneficiaries, you have to consider the inheritance tax. ...
10 Feb We inherited a condo. What’s the best choice for the deed?
Before you change a deed, you want to make sure it's unencumbered. ...