14 Jun What taxes are owed if I gift a house to my adult children?
You may have to file a form with the IRS when you make the transaction. ...
12 Jun My aunt is incapacitated but there is no power of attorney. What’s next?
A power of attorney assigns someone to handle your affairs if you're unable....
24 May Can a trust be eligible for rebates when someone dies?
If you don't review the rebate terms, you could leave money on the table. ...
21 May How much of my home will Medicaid take after I die?
Medicaid is required by law to try to recover money it spent for your care....
20 May How can I get money from this account after co-owner died?
Putting someone's name on your account can have unintended consequences....
10 May Mom left us her home. Can we transfer our shares to one sibling?
There are tax considerations before you gift assets or property....
29 Apr Will our children owe taxes on inheritances when we die?
Children won't face the inheritance tax, but there could be other tax liabilities....
26 Apr How does a surviving spouse record a deed in their name only?
Changing a deed isn't hard. Here's how. ...
24 Apr I have a Medicaid HMO. Will I owe money after my death?
States are required to recover funds from the estates of deceased Medicaid recipients....
18 Apr Mom died. How can I check if she had a retirement plan?
Put on your detective hat and follow the clues....