20 Dec I inherited this IRA and annuity. When do I have to take the money?
There are several factors that determine how you should treat inherited assets. ...
11 Sep I’m inheriting two IRAs. What happens with the pension exclusion?
You might be able to avoid income tax if you qualify for the pension exclusion...
22 Jul Can you clear up this inheritance tax confusion?
Figuring out taxes for an estate can be complicated....
19 Jul How are estate taxes paid after someone dies?
If you're the executor, be sure to take care of all tax liabilities. ...
19 Jun I inherited my friend’s estate. Can we talk taxes?
Estate taxes, inheritance taxes, income taxes. Oh my. ...
20 May How can I get money from this account after co-owner died?
Putting someone's name on your account can have unintended consequences....
10 May Mom left us her home. Can we transfer our shares to one sibling?
There are tax considerations before you gift assets or property....
29 Apr Will our children owe taxes on inheritances when we die?
Children won't face the inheritance tax, but there could be other tax liabilities....
11 Apr Are bonds and life insurance subject to inheritance tax?
Some assets are not subject to the state's inheritance tax....
01 Apr I inherited a house. How do taxes work if I sell it?
An inherited home is treated differently than a home that's gifted....