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....
28 Dec My brother died. Who has a claim to his pension?
When it comes to pensions, much depends on the choices made by the retiree....