28 Dec How do I find advisors who are competent and trustworthy?
Get ready to do some research and ask questions to prospective pros....
26 Dec I’m a ‘Class C’ beneficiary. Will I have to pay inheritance tax?
Inheritance tax is based on the relationship between the beneficiary and the deceased. ...
26 Dec My sister is giving me $40K. Do I need to pay a gift tax?
Gift taxes are the responsibility of the giver, not the recipient....
21 Dec My neighbor left me an inheritance. Do I owe inheritance tax?
Taxes are based on the relationship between the beneficiary and the person who died. ...
20 Dec Mom and daughter have a joint account. What happens to the money?
Joint accounts will be considered when someone needs Medicaid coverage....
14 Dec My aunt has an annuity. What happens to the money if she dies?
Different types of annuities have varying payout options for beneficiaries....
12 Dec Do my children owe tax if I gift houses to them?
It's important to understand how the gift tax works....
08 Dec I’m getting a smaller inheritance. Is something fishy going on?
Sometimes mistakes happen, but sometimes you need a lawyer....
06 Dec My father died. How can I find his life insurance policy?
There are several ways to track down a missing policy....
02 Dec We want to cut one child out of our will. Can we?
There are strategies to avoid fights over the estate after you're gone....