12 Jan When do I have to take money from this inherited annuity?
There are several options to take funds from an inherited annuity....
11 Jan Will a living trust help with probate and inheritance taxes?
There are many estate planning tools that can help with planning inheritances. ...
01 Jan How much tax will we owe on this inherited home’s sale?
You may not owe anything if you sell soon after the death. ...
31 Dec Will sale of inherited home cause a tax liability?
Tax rules can be beneficial when a home is inherited. ...
29 Dec How can we find out if our father left us something in his will?
If there is no will, state law will determine what happens to property. ...
24 Dec Can I leave a timeshare to the timeshare company in my will?
A lot will depend on the language in your timeshare contract. ...
23 Dec What can we buy for mom so she stays eligible for Medicaid?
You can't have assets of more than $2,000 to qualify for Medicaid. ...
18 Dec How can I make sure my son can stay in my house when I die?
A life estate can keep you in your home while savings taxes for your heir. ...
15 Dec Should I add my daughter’s name to my home’s deed?
There can be big ramifications for Medicaid and capital gains taxes....
10 Dec How does the inheritance tax work when there is a trust?
Rules for inherited IRAs changed significantly with the SECURE Act. ...