25 Aug Am I a beneficiary or an heir? What’s the difference?
If there's a will, there's no guarantee you get an inheritance....
22 Aug Should I put my house in a trust for children to inherit?
People often make costly mistakes when they plan for passing on real estate....
21 Aug I’m a Class D beneficiary. Will I owe inheritance tax?
The inheritance tax is based on your relationship to the deceased....
11 Aug Should elderly parents move to avoid inheritance taxes?
The specifics of inheritance tax rules are different by state....
10 Aug Will we owe taxes when we inherit POD accounts?
Inheritance taxes are levied based on the relationship between the deceased and the beneficiary....
09 Aug I’m getting an overseas inheritance. Will it be taxed?
The country where the inheritance initiated matters....
21 Jul My brother died. Will the inheritance tax be due?
New Jersey has an inheritance tax for certain classes of beneficiaries....
29 Jun We inherited a retirement account. Is the inheritance tax due?
The inheritance tax is based on the relationship between the deceased and the heir....
08 Jun We inherited a rental home. How should we title it?
Certain titling strategies can offer protections for owners. ...
05 May How can you protect a money gift from a spendthrift’s bad habits?
Using a trust can add conditions to money gifts, but not without complication. ...