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. ...
02 Dec My dad died. Can I cash his ANCHOR check?
The ANCHOR property tax benefit is paid for past years. ...
28 Nov My brother died with $37K in debt. What happens now?
Know your rights if you're surprised by a loved one's debts....
06 Nov How can I start a trust for my family that doesn’t cost too much?
Trusts can be complicated, so you need someone with experience to help. ...