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inheritance

18 States With Scary Death Taxes
inheritance

18 States With Scary Death Taxes

Most people shouldn't be afraid of federal "death taxes." For 2019, only estates worth $11.4 million or more ($22.8 million or more for a married coup…
November 4, 2019
Inherited 401(k)s: 6 Questions Heirs Need to Ask
401(k)s

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
inheritance

Smart Ways to Handle an Inheritance

A bequest could change your life, but don’t quit your day job.
April 1, 2019
33 States with No Estate Taxes or Inheritance Taxes
inheritance

33 States with No Estate Taxes or Inheritance Taxes

The Tax Cuts and Jobs Act raised the federal exemption from estate taxes to $11.2 million per person, or $22.4 million for a married couple, so the va…
February 8, 2019
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When Should Your Children Get Their Inheritance?
inheritance

When Should Your Children Get Their Inheritance?

How can you tell if your children are ready to responsibly receive an inheritance? Here are some age guidelines to consider, but of course, it's more …
January 21, 2019

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A Trust Can Protect Your Adult Child’s Assets from a Failed Marriage
inheritance

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
estate planning

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
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What Heirs Need to Know About Reverse Mortgages
inheritance

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
IRAs

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
IRAs

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
stocks

Cost Basis for Inherited Stock

Here's how to figure the value of your shares.
March 1, 2013