16 Jan Will a trust protect assets from a nursing home?
Trusts can give advantages, but they're not the only answer....
12 Jan I think my son’s marriage could end. What about inheritances?
State law coupled with your estate plan can protect the assets....
10 Jan At what age can an IRA beneficiary get control of the account?
The age of majority - 18 or 21 - is different for various transactions. ...
05 Jan My husband left his assets to our daughter. What can I do?
There are laws to protect a spouse when their partner in marriage dies....
03 Jan Does a Class “D” beneficiary have to pay tax on this inheritance?
State law determines which heirs are subject to inheritance tax....
21 Dec What tax is due on this inherited IRA?
A will may specify how inheritances taxes should be paid. ...
18 Dec How can I best plan for a child with disabilities?
There are several ways to protect assets for people with disabilities....
15 Dec Should I report a death to the credit bureaus?
Some are concerned that a deceased person's identity could be stolen....
12 Dec Is this inheritance also subject to income taxes?
The inheritance tax is bad enough, but income tax too? ...
04 Dec A beneficiary won’t sign off on estate payouts. What’s next?
The executor has a fiduciary duty to the estate....