24 Feb Selling a family home to save taxes
Considering the sale of a family home to move to a lower tax state. ...
04 Jan Can unequal be fair in estate planning?
Estate planning tips if you want to leave different amounts to your adult children. ...
19 Nov Dad is leaving me out of his will
Children don't have a right to an inheritance. ...
17 Nov Life insurance: Don’t count your chickens before they’re hatched
Don't assume you'll be the beneficiary of a life insurance policy. ...
02 Nov Grandma died without a will
State law takes over when someone dies without a will....
22 Oct A widow and a windfall: how to invest
A new widow isn't sure what to do with a $500,000 life insurance payout. ...
21 Oct My parents don’t like my husband
Parents can use a trust to shield assets from a son- or daughter-in-law....
06 Oct Helping kids buy their first home
Co-signing a mortgage can be risky, but there are other ways to help your family. ...
05 Oct Leaving a Roth IRA to younger folks
How to allocate assets you plan to leave to your children....
28 Sep Making the most of gifting rules
Understand the rules before you gift assets to family or charity....