06 Oct Can an irrevocable trust be changed or canceled?
Changes can be made for trusts, but it's not always easy....
04 Oct Will Medicaid try to go after a term insurance policy?
Medicaid may seek to recover funds, but some assets aren't touchable....
03 Oct Dad died. Why can’t we still get the Senior Freeze?
Children who inherit don't take over a parent's benefit....
02 Oct My husband died. He has adult children. Do I get anything?
Without a will, state law determines how assets are distributed....
28 Sep Will mom’s 4th husband get her assets when she dies?
If there's a will, ...
27 Sep My brother died. Can I keep his SSI from that month?
SSI disability benefits end when the recipient dies....
27 Sep My brother died. Do I owe inheritance taxes?
Inheritance taxes may be due from certain beneficiaries. ...
22 Sep What happens to property values in a trust when the trustor dies?
Assets receiving the step-up are also included in your taxable estate for estate tax purposes....
19 Sep Should I put my condo in an irrevocable trust?
Whether trusts are helpful is not one-size-fits-all....
11 Sep What is an executor’s responsibility when someone dies?
There are several responsibilities to consider when you take on this role....