Inheriting an Individual Retirement Account (IRA) has certain tax implications. Understand your options to avoid costly mistakes.
5 CommentsAssemble a winning team of professionals to help you manage your finances and plan for the future. Make sure these three experts are in your lineup for long-term success.
0 CommentsCapital gains taxes play an important role in careful estate planning and the probate process. Knowing the specific rules for these taxes and any potential changes to them will help you and your family plan effectively.
0 CommentsInheritance and bequests are usually wonderful gifts, but for a beneficiary on Medicaid, these funds can jeopardize their eligibility for benefits.
19 CommentsLearn the basics of filing a final tax return for a recently deceased loved one.
11 CommentsAn ethical will, also known as a legacy letter, is a way to record and pass on your values, beliefs, faith, life lessons, love and forgiveness. For many of us, this is as close as we will ever get to being able to discern the wishes and whims of our predecessors.
1 CommentGiving your mother’s belongings to others in the family after she goes into a nursing home is a kind and loving gesture.
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