01 Mar Can I stop my husband and 3 children from getting an inheritance?
Meeting an estate planning attorney can ensure your wishes are followed....
21 Feb I inherited a house from my aunt. What inheritance tax is due?
The inheritance tax is based on your relationship to the deceased....
08 Feb I’m getting an inheritance. Should I keep saving for retirement?
How much you plan to spend in retirement is an essential factor....
20 Jan My mom died. Do I have a right to any of her property?
The first step is to see if the deceased person had a will....
29 Dec Will my Roth IRA heirs have to take annual distributions?
Roth IRAs have different rules once they are inherited....
26 Dec I’m a ‘Class C’ beneficiary. Will I have to pay inheritance tax?
Inheritance tax is based on the relationship between the beneficiary and the deceased. ...
26 Dec My sister is giving me $40K. Do I need to pay a gift tax?
Gift taxes are the responsibility of the giver, not the recipient....
21 Dec My neighbor left me an inheritance. Do I owe inheritance tax?
Taxes are based on the relationship between the beneficiary and the person who died. ...
05 May Should I gift money or let my children inherit?
There are several factors to consider, including taxes....
09 Feb Do we need state forms before paying out this inheritance?
Closing out an estate can be time-consuming. ...