30 Sep Do we need a power of attorney when we have joint accounts?
Probably not, but there are other reasons to get this important document....
27 Sep How can I protect my daughter’s inheritance?
You can set up a trust to protect your child's inheritance. ...
25 Sep What problems can be caused by a joint bank account?
There could be unintended consequences if you have a joint bank account. ...
24 Sep My mom wants to give me her house. What’s the best way?
There are tax consequences to transferring a home. ...
19 Sep I’m fighting with my mom’s executor. What can I do?
The executor must give you a copy of the will so you can see its provisions. ...
18 Sep Can a nursing home make me spend down an IRA?
If you work with an attorney, you may be able to shield some assets from Medicaid. ...
17 Sep We’re selling our home to our son for cheap. Is it a gift?
Not all gifts will be taxable, but you do have to report it to the IRS. ...
10 Sep My parents want to leave their house to the church
Parents can leave their estates to anyone they choose under most circumstances. ...
06 Sep Will this special needs trust be subject to the inheritance tax?
It depends largely on how the trust was initially funded. ...
05 Sep How can we fight a bad estate administrator?
You can ask a judge to step in if you think an administrator is not doing his job. ...