12 Nov Can I extend the gift tax exclusion through the entire year?
You have both an annual gift tax exclusion and a lifetime one, too. ...
10 Nov Are trust distributions really taxed at 37%?
The terms of the trust will determine how and when funds are paid to beneficiaries. ...
09 Nov How long do I have to keep birth certificates, tax returns?
There are good reasons to hold onto important documents. ...
28 Oct What happens if an executor doesn’t pay out inheritances?
There are many reasons why an estate takes a long time to be settled. ...
27 Oct I don’t want my kids to be my executor. What should I do?
You don't have to select a family member to be your executor. ...
23 Oct My mom’s executor hasn’t given out our inheritances. What now?
The executor has a duty to follow the wishes of the deceased. ...
21 Oct Do I have to leave my investments to my wife?
When you're married, you have to consider the rules that will cover your assets. ...
19 Oct Should I create a company to hold properties my kids will inherit?
You should speak to an estate planning attorney to plan for your heirs. ...
09 Oct What happens to this inherited IRA for a new beneficiary?
The rules have changed for non-spouses who inherit retirement accounts. ...
06 Oct I inherited an IRA. What’s the best way to take out money?
The rules for how to take inherited IRA distributions has changed. ...