04 Dec A beneficiary won’t sign off on estate payouts. What’s next?
The executor has a fiduciary duty to the estate....
01 Dec My dad died. The estate is settled. What paperwork do I need to keep?
Some documents can be tossed, but others should forever be saved....
30 Nov Can I attach conditions if I gift money to my kids?
If you're worried about a spendthrift, you have several options....
28 Nov My wife died. What about cost basis, taxes for our home sale?
Timing matters when determining capital gains on a home sale. ...
27 Nov I have a small estate. Do I need a will?
Without a will, state law may decide who gets your belongings....
24 Nov What taxes are due on this rental property that was in a trust?
Data breaches are all too common, so what can you do to protect yourself?...
23 Nov What happens to a rental property held in a trust?
The specifics of each trust are important....
21 Nov What’s the best way to manage beneficiaries for bonds?
When bonds are not in paper format, consider this....
10 Nov What happens to these assets if the heir dies first?
Beneficiary status and the language of the will determines what happens....
07 Nov Grandparents want to give gift of stock or cash. What’s better?
There are several pros and cons to different types of money gifts....