My house is in my mother-in-law’s name, and it is paid off. We pay all of the bills. She wants to take her name off and put it into my name and my husband’s name.
My sister passed away. Her only possession was her home, which still has a mortgage and she left it to my son and daughter, her niece and nephew. What inheritance tax will there be?
Increasing tax changes for the wealthy are coming, and motivation to find ways to protect the wealth is getting increased attention, according to a recent article from CNBC entitled “Here’s how to reduce exposure to tax increases with charitable contributions.” Charitable remainder trusts (CRTs) and Donor Advised Funds (DAFs) are options for people who are…
Do I need a trust in case something happens to me?
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
My sister, her husband and I own an S Corporation with 25%, 25% and 50% ownership, respectively. The S Corporation invests in rental properties. My brother-in-law passed away earlier this year, so does my sister get a step-up in basis for her husband’s portion?
If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.
40 million U-S adults take care of a loved one who is elderly or disabled.
Many people already had pets before COVID-19, but a recent University of Michigan National Poll on Healthy Aging found as many as 10% of those individuals between ages 50 to 80 acquired a new pet between March 2020 and January 2021.
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