inheritance
33 States with No Estate Taxes or Inheritance Taxes
33 States with No Estate Taxes or Inheritance Taxes
Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
February 24, 2021
18 States With Scary Death Taxes
18 States With Scary Death Taxes
Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
January 24, 2021
18 States With Scary Death Taxes (2019)
18 States With Scary Death Taxes (2019)
Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estates taxes and inheritances taxes…
November 4, 2019
Inherited 401(k)s: 6 Questions Heirs Need to Ask
Inherited 401(k)s: 6 Questions Heirs Need to Ask
An inherited 401(k) can be a lasting legacy, but the windfall needs to be handled carefully to maximize the inheritance and minimize taxes.
May 30, 2019
Smart Ways to Handle an Inheritance
Smart Ways to Handle an Inheritance
A bequest could change your life, but don’t quit your day job.
April 1, 2019
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The Trouble with Joint Bank Accounts 'Just in Case'
The Trouble with Joint Bank Accounts 'Just in Case'
Setting up joint accounts between parents and children may seem like an effective way to prepare in case of emergency or if people need help with fina…
December 5, 2018
A Trust Can Protect Your Adult Child’s Assets from a Failed Marriage
A Trust Can Protect Your Adult Child’s Assets from a Failed Marriage
If you don’t want money you’ve worked hard for to pass down to your son’s or daughter’s ex, then consider a trust.
March 6, 2017
5 Strategies to Keep Your Heirs From Blowing Their Inheritance
5 Strategies to Keep Your Heirs From Blowing Their Inheritance
Preserving the family money beyond a few generations isn't an easy task.
October 2, 2015
What Heirs Need to Know About Reverse Mortgages
What Heirs Need to Know About Reverse Mortgages
Death of the borrower triggers the loan payoff, but the estate and heirs will never owe more than what the home is worth.
March 11, 2014
How to Minimize Taxes When You Inherit an IRA
How to Minimize Taxes When You Inherit an IRA
One key: Take minimum distributions each year based on your life expectancy.
January 17, 2014
IRA Heirs Beware Mistakes
IRA Heirs Beware Mistakes
Nonspouse beneficiaries who inherit an IRA should watch out for these common pitfalls.
March 1, 2013
Cost Basis for Inherited Stock
Cost Basis for Inherited Stock
Here's how to figure the value of your shares.
March 1, 2013