13 Jan Can I force my grandkids to invest a gift?
Most gifts have no strings attached, no matter your intention. ...
07 Jan Will my Roth IRA be tax free if my adult kids inherit it?
A tax-free account is a valuable item to inherit....
05 Jan Can my dad cut me out of an inheritance?
Not everyone is entitled to an inheritance, no matter what promise was made. ...
29 Dec My wife didn’t get her inheritance. What can we do about it?
You can investigate whether a will was probated after a death. ...
27 Dec What’s the cost basis for an inherited brokerage account?
The value on the date of death is what's important here....
22 Dec My kids are brats. I don’t want them to inherit. What’s next?
You can take steps to make sure your money goes where you want after you die. ...
17 Dec How can I avoid the inheritance tax for my nephews?
The inheritance tax is levied based the heir's relationship to the deceased. ...
15 Dec Will there be a tax when this inherited home is sold?
Several potential taxes come to play when an inherited home is sold. ...
14 Dec What happens to a custodial account when a minor child dies?
Assets without beneficiaries go to the deceased person's estate. ...
09 Dec How can I leave my money to my minor grandchildren when I die?
Proper estate planning will ensure your wishes are followed after you die. ...