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....
17 Jan How much is the executor commission on this $3.24M estate?
State law sets what you can charge as an executor commission....
16 Jan Do Class C and D beneficiaries pay inheritance tax on retirement accounts?
Who pays inheritance tax is based on the relationship to the deceased....
11 Jan How do I find an estate planning attorney I can trust?
Several websites offer search engines to find estate planning attorneys....
05 Jan Do I need to return Social Security benefits after my spouse dies?
When someone dies, there are several Social Security issues to address....
03 Jan I get SSI. Can I put gambling winnings in an ABLE account?
Gambling winnings can have an impact on certain federal benefits....
02 Jan I’m the executor of my mom’s estate. Am I doing it right?
Executors have a fiduciary duty to perform certain tasks. ...
29 Dec Will my Roth IRA heirs have to take annual distributions?
Roth IRAs have different rules once they are inherited....