10 Feb I overpaid taxes for my deceased aunt. Can I get a refund?
There is a time limit to get money back if you've paid taxing authorities too much. ...
09 Feb How do we pay inheritance tax on this inherited IRA?
The state sets inheritance tax rates based on the deceased's relationship to the heir....
07 Feb How can I make cash easy to access if an older person needs care?
There are several ways to make money accessible for people who may care for you....
07 Feb Who gets paid first after someone dies? Home loans or Medicaid?
There is an order in which funds from a person’s estate are distributed. ...
06 Feb I’m a teacher. Is my retirement account subject to the inheritance tax?
Different assets may be taxed differently upon your death....
03 Feb How should we manage inheritances for kids with mental health challenges?
You can structure trusts and other documents to help your heirs....
01 Feb Will Medicaid try to recover money from a 55-year-old patient?
By law, Medicaid has to try to recover funds from the estates of recipients....
01 Feb Mom has dementia. How do I manage her finances?
Start by having a discussion with your parent so they understand that you are trying to help....
31 Jan I have a joint account with my son. I added $35K. Is tax due?
It's important to understand how gifting rules could come into play....
20 Jan My mom died. Do I have a right to any of her property?
The first step is to see if the deceased person had a will....