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. ...
01 May How will my son’s inheritance impact financial aid?
Money in a trust will count differently than a 529 plan. ...
25 Mar Can an irrevocable trust be revoked?
Under certain circumstances, changes can be made to trusts. ...
02 Jan Can I cut my kids out of this trust?
The terms of a trust will dictate what happens for future generations. ...
23 Oct Will grandchildren owe the inheritance tax?
See if you can shield your estate from the inheritance tax. ...
28 Sep Your rights when family fights over a will
If the executor doesn't follow the rules, you have protections. ...
14 Jun Does a step-up in basis apply to trusts?
Understanding what happens to investments when they're inherited....
27 Nov How to choose a trustee
How to make sure your wishes are followed....
23 Nov Protecting inheritance from future son-in-law
Making sure your estate goes where you want it to go....
01 Sep Are annuities taxed as an inheritance?
There are estate, inheritance and income taxes to consider. ...