04 May What to do with inherited stocks
It usually doesn't make sense to keep inherited investments. ...
07 Apr Mom doesn’t have a will
How to help a parent create needed estate planning documents. ...
29 Mar A second marriage and an inheritance
What to expect from a parent's estate after they die. ...
24 Mar When a trust tax return isn’t filed
Getting back on track after being remiss with trust tax returns. ...
15 Mar Moving to avoid estate and inheritance tax
A rundown of how to learn about lower-tax states. ...
10 Mar Tax bill on gifted or inherited home
To transfer a home to your heirs, how and when you do it impact the tax bill. ...
03 Mar Tax differences with gifted or inherited stock
It makes a big tax difference if you gift stock when you're alive or after you're dead ...
01 Mar What taxes apply when someone dies?
The size of the estate and the beneficiary's relationship to the deceased are what matters. ...
26 Feb Protecting inheritance from sister’s husband
Trusts can help make sure an inheritance goes to the intended beneficiary. ...