28 Dec Why won’t the bank release part of this inherited account?
Banks must follow certain rules with accounts held by people who died. ...
24 Sep How can I find someone to help with my money and health care?
Choosing a fiduciary is part of a comprehensive estate plan. ...
11 Mar What happens to my IRA when I die under this trust?
Make sure your estate plan won't have unintended consequences....
19 Feb My mom died. How do I manage ANCHOR for an estate?
After someone dies, their estate can still receive the ANCHOR benefit....
25 Jan What can this beneficiary do to get a death certificate?
Beneficiaries have certain rights when they are to receive property. ...
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....
13 Oct What does IRS Revenue Ruling 2023-2 mean for an estate?
Estate planning can be complicated. Some trusts make it more so. ...
02 Oct My husband died. He has adult children. Do I get anything?
Without a will, state law determines how assets are distributed....
28 Sep Will mom’s 4th husband get her assets when she dies?
If there's a will, ...