05 Feb What estate planning documents do we need?
Here's a look at the "big three" documents you should have. ...
29 Jan Who pays tax on my deceased parent’s bonds?
The executor is in charge of making sure taxes are paid. ...
15 Jan What can I do when a bank rejects a power of attorney?
It's happening more often. Here are the rules....
15 Jan What happens to an inherited IRA when someone dies?
The rules for inherited IRAs have changed. Don't mess it up. ...
02 Jan How can I get the inventory of my mother’s estate?
There are steps you can take if an executor won't talk to you. ...
24 Dec I inherited a property overseas. Now what?
Be aware of local tax law and other rules as you get started. ...
19 Dec What’s the best way to leave money for my grandchildren?
Planning to gift money involves a lot of thinking. ...
26 Nov What tax is owed on an IRA I inherited from my mom?
You will pay tax as you take distributions from inherited IRAs. ...
20 Nov Mom died. Do we owe state tax on her 401(k)?
It matters whether a beneficiary was named or if the asset goes to the estate....
31 Oct What happens to my wife’s bond after her death?
It depends on how the bond was purchased and what the will says, if there is one. ...