02 Jan How do reverse mortgages work? Should I get one?
You should not enter into a reverse mortgage lightly. Do the research. ...
30 Dec Do I lose ANCHOR and other benefits with a house in a trust?
The specifics of the trust matter so it's worth meeting with a professional....
28 Dec Why won’t the bank release part of this inherited account?
Banks must follow certain rules with accounts held by people who died. ...
26 Dec How can I maximize my kids’ inheritance from these IRAs?
There are strategies to use, but the IRS will want its part eventually. ...
23 Dec How much can I gift my kids for the holidays?
You can give as much as you want, but you may have to report it to the IRS....
20 Dec I inherited this IRA and annuity. When do I have to take the money?
There are several factors that determine how you should treat inherited assets. ...
19 Dec How much will I owe in state tax on this inherited IRA?
If it's not a Roth, the government will want its tax bite....
18 Dec Does a gift have to be reported as income?
How much you give matters, but not for income taxes....
17 Dec Does a deed have to be changed to get property tax benefits?
There are pros to changing a deed after someone dies. ...
12 Dec Can someone other than heirs manage money when we’re gone?
There are several ways to manage your estate after you die. ...