01 Apr I inherited a house. How do taxes work if I sell it?
An inherited home is treated differently than a home that's gifted....
29 Mar Are trusts really taxed at 37%?
Before you create a trust, make sure you understand how it works....
25 Mar What do you have to do if you inherit a house?
You don't want to make a mistake when you transfer a home....
11 Mar What happens to my IRA when I die under this trust?
Make sure your estate plan won't have unintended consequences....
02 Mar Why was this bank account frozen after owner died?
There are rules to follow to have funds released after someone dies. ...
01 Mar I’m an executor. How should the taxes be handled?
There are a host of responsibilities for the executor of an estate. ...
26 Feb How does assisted living facility look at a life estate?
There are many pros and cons to this estate planning tool. ...
19 Feb Suze Orman said this about trusts. Is she correct?
Estate planning advice is great. Just make sure it's accurate for your situation. ...
19 Feb My mom died. How do I manage ANCHOR for an estate?
After someone dies, their estate can still receive the ANCHOR benefit....
15 Feb How can I make sure gifts I give my kids go to an IRA?
Helping people save is a nice thought, but it's not always easy....