07 Oct How should our mom title her homes for estate planning purposes?
How a home is titled can make a big difference for taxes....
03 Oct Everyone says probate is easy and cheap. But what does it really cost?
Probate itself is not expensive, but an estate can face other fees....
19 Sep What will my ex’s pension mean to me if I need a nursing home?
Your income can make a big difference if you need Medicaid....
31 Aug If my parents give me money for a house, will it be taxed?
People can gift money without tax consequences, but records must be filed....
30 Aug What are the pros and cons of Payable-on-Death accounts?
These accounts allow you to pass assets without probate....
25 Aug Will my husband’s inheritance count as an asset when we divorce?
If an inheritance is comingled with joint funds, it could count....
23 Aug My ex was to get my pension, then she died. What happens now?
Language of a divorce agreement and the pension plan itself matters....
23 Aug Mom died and I’m not allowed in our vacation home. What can I do?
Heirs have certain rights based on a will or state law. ...
18 Aug My will is old. Do I need to get a new one?
It's smart to review your estate planning documents to make sure they are updated....
18 Aug My husband died. How do I value his clothing for donations?
There are several ways to value used goods given to charity....