Common Financial Myths: Don't Give Away Too Much Money, or You'll Owe Taxes on It!
Do you have to pay taxes if you give somebody money? Probably not.
Should You Sell Your Life Insurance Policy?
Selling your life insurance policy is an option you may not have considered before - but it may be something worth looking into.
What Surviving Spouses Need to Know About the Marital Portability Election
While current estate tax exemptions are high, there is no guarantee that this will continue in the future. If you have even a modest amount of assets to leave to your heirs, they could end up paying a lot of estate taxes that could easily have been avoided by filing Form 706.
A Guide to Dividing Your Estate Unequally
Wondering how to divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.
What to Do When You Inherit an IRA
Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.
Just Received an Inheritance? Be Aware of these 5 Tax Implications
Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.