05 Oct I think my mother left a retirement account to me. How can I find out?
Retirement accounts pass by beneficiary designation and not under a will,...
02 Oct Will our daughter’s old creditors come after money we gift her?
Old debts can come back to haunt you, so protect your assets. ...
02 Oct What’s needed to transfer this inherited stock account?
You will need documentation as required by the financial institution. ...
28 Sep After someone dies, here’s what an executor needs to know
The executor is in charge of distributing inheritances and more. ...
23 Sep Will my spouse and children have to pay taxes when I die?
Certain taxes are assessed on the estates of deceased individuals. ...
22 Sep If I gift more than $15K, what tax forms do I need?
You may need to file a gift tax return depending on your choices. ...
17 Sep I took care of my grandfather. Do I have rights to his estate?
If you're a beneficiary, you're probably listed in the will. ...
11 Sep This trust was supposed to protect money. Was it a mistake?
State law needs to be considered when developing an estate plan. ...
10 Sep Was the wrong person given this bank account after owner’s death?
Certain accounts follow different distribution rules when an owner dies. ...
09 Sep What taxes do I have to pay on an inheritance from N.Y. resident?
There are several rules when it comes to inheritance taxes. ...