01 Aug When giving a home as a gift, why planning matters
A gift isn't always the smartest way to transfer a home. ...
26 Jul How much can I gift each year without owing taxes?
Unless you have big money, you won't face a gift tax. ...
23 Jul Should I gift my home to my kids or let them inherit?
There is a big difference in the taxes that may be faced....
22 Jul Who can sign for an incapacitated person?
It's important to have estate planning documents prepared before you need them....
18 Jul Is it better to buy an annuity from a bank or insurance company?
Before you buy an annuity, learn a lot and shop around. ...
15 Jul Does my new wife automatically own my house?
Marriage may not change property ownership, but you need an estate plan. ...
12 Jul What are the restrictions for a life estate?
Here's what you need to know about this estate planning strategy....
12 Jul Does a child pay taxes on an inherited home?
There are several taxes to consider if you inherit a home. ...
10 Jul How long do I have to keep these records?
It's easier to hold onto paperwork than it is to recreate it. ...
04 Jul Do I have to file an inheritance tax return?
If you're getting an inheritance, understand how the state's tax works. ...