12 Jul What is the tax on inheritances for seniors?
Age matters for many things, but not for this....
26 Jun Will my beneficiary’s inheritance be taken by Medicaid?
Certain benefits may be taken if you're part of a needs-based program. ...
05 Jun Does New Jersey tax seniors on inheritances?
In this case, age has nothing to do with it. ...
30 Apr My dad died. What can we do in this dispute over the house?
Dispute over a will can get messy. Especially after a divorce....
15 Jan What happens to an inherited IRA when someone dies?
The rules for inherited IRAs have changed. Don't mess it up. ...
24 Dec I inherited a property overseas. Now what?
Be aware of local tax law and other rules as you get started. ...
19 Dec What’s the best way to leave money for my grandchildren?
Planning to gift money involves a lot of thinking. ...
19 Dec How do I figure out RMDs from an inherited IRA?
The rules for inherited IRAs have changed. And they're complicated. ...
26 Nov What tax is owed on an IRA I inherited from my mom?
You will pay tax as you take distributions from inherited IRAs. ...
20 Nov Mom died. Do we owe state tax on her 401(k)?
It matters whether a beneficiary was named or if the asset goes to the estate....