What’s Going on with the Estate of Kenny Rogers?
A friend of the late Kenny Rogers is being sued by the singer's estate for allegedly producing an unauthorized DVD of The Gambler's farewell tour.
What Do I Need to Know about Gift-Giving with the Biden Administration?
Gifting sounds pretty simple, but there are many ways to do it, and several tax ramifications to be aware of as well.
What Do I Need to Do to Calculate and Correct an Excess IRA Contribution?
IRAs are a great way to save for retirement, but what happens if you contribute to a Roth IRA and your income is too high? Or you contribute more than you're allowed to a Roth or traditional IRA?
What Should I Know about a Living Trust?
A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets, when you become disabled or pass away.
What Happens If You Fail to Submit a Change of Beneficiary Form?
The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.
No Time Like the Present Pandemic to Get the Estate Plan Going
There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. This year has been one for the books.
How Does Court Choose an Executor if a Will Isn’t Available?
An essential part of estate planning is selecting someone to represent you after your death in the management of your estate. This personal representative is also known as an executor, or executrix, if you choose a woman as your personal representative.
What’s the Estate Tax Exemption for 2021?
The federal estate tax exemption is going up again for 2021.
What Key Estate Planning Terms Should I Know?
Estate planning is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.
What Do I Do If Property I Just Inherited Has a Mortgage?
What happens if you inherit your loved one’s home? What if they still have payments to make on their mortgage? We’ll explore these and other questions you may have below.