17 Apr Fight brewing over ‘best friend’s’ executor fee
How to handle a dispute over an executor's fee. ...
05 Apr Can my wife access my trust?
How to make sure your spouse is provided for upon your death....
18 Jan Could the inheritance tax be eliminated?
The inheritance tax depends on the relationship to the beneficiary. ...
23 Dec Leftover 529 plan money – what to do?
Options for 529 plan money that your student didn't need. ...
02 Dec Changes for the inheritance tax?
There's not much you can do to avoid the inheritance tax. ...
01 Dec Can illegal immigrants receive an inheritance?
Does legal status mean anything for an estate plan?...
18 Nov Help with surprise college savings
Why planning is better than a surprise for college. ...
28 Apr Is life insurance is taxed when you die?
The owner and the beneficiary of a life insurance policy can make a taxing difference. ...
29 Mar Options for extra 529 plan college savings
What to do with 529 plan money if you oversaved. ...
01 Mar What taxes apply when someone dies?
The size of the estate and the beneficiary's relationship to the deceased are what matters. ...