16 Oct Should we get a trust to protect our kids’ inheritance?
A trust can give you some control of how your money is distributed. ...
15 Oct Using inherited stocks to pay for a wedding
The cost basis of inherited stocks is based on the date of death. ...
28 Aug With no will, does my ex’s new wife get an inheritance?
Without a will, state law determines how inheritances are received. ...
21 Aug How do I protect my niece’s inheritance from her husband?
There are ways to make sure an inheritance doesn't get in the wrong hands. ...
17 Jul Can I avoid taxes when selling my father’s home?
Timing and ownership will determine what taxes may be owed. ...
03 May Trying to avoid a fight over an inheritance
Proper estate planning can stop arguments before they start....
01 May How will my son’s inheritance impact financial aid?
Money in a trust will count differently than a 529 plan. ...
28 Feb My father refuses to create an estate plan
How to convince a parent to get needed estate planning help. ...
22 Feb Which assets should I leave to my children?
Think taxes when you decide which assets to leave to heirs. ...
18 Feb When you don’t trust a will’s executor
You can take steps to follow up on an expected inheritance. ...