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....
30 May Can creditors take money from this POD account?
Funds in the account pass directly to the named beneficiary without probate....
01 Mar What does an executor have to include in a list of an estate’s assets?
Executors must account for assets, pay off debts and distribute inheritances....
14 Mar Is putting money in a payable-on-death account a good idea?
There are many ways to leave your assets to your loved ones....
10 Sep Was the wrong person given this bank account after owner’s death?
Certain accounts follow different distribution rules when an owner dies. ...
24 Jan Pros and cons of a ‘payable on death’ account
What you should know if you're trying to pass assets to beneficiaries. ...
03 Jul Do I really need a will to help my son when I die?
A will does more than imply pass on your property....
06 Mar Sharing a bank account with a minor
Account ownership has some challenges for minor children. ...
30 Oct What to do with inherited savings bonds
Beneficiaries have several options for savings bonds. ...
14 Oct Senior asks if her joint account is safe
Understanding joint accounts when you need money help. ...