04 Sep Death taxes and a life insurance policy
A look at the taxation of life insurance proceeds. ...
23 Aug The inheritance tax and where you live
The inheritance tax grabs money from all kinds of beneficiaries....
17 Aug Will my N.Y. cousin owe N.J. inheritance taxes?
A close look at who is subject to New Jersey's inheritance tax. ...
23 May Do I really need a will or trust?
Making sure your wishes are followed when you die - before it's too late. ...
18 May Changing beneficiaries on your 529 plans
Balancing current college bills with future ones. ...
12 May 529 plan funding for a grandchild
Pros and cons of funding a 529 plan for an heir. ...
01 May Mom screwed up her estate plan. What now?
A will isn't enough to make sure your wishes are followed. ...
28 Apr Keeping inheritance from your son-in-law
Why estate planning is essential so your wishes are followed. ...
25 Apr Leaving life insurance to your estate
The pros and cons of making your estate a beneficiary. ...
17 Apr Fight brewing over ‘best friend’s’ executor fee
How to handle a dispute over an executor's fee. ...