Life
- How should unmarried couples protect their estate and financial holdings?
- Is more insurance necessary for married couples?
- If I change my name, who do I notify?
- What are the tax implications of marriage?
- Are there different ways married couples hold property?
- What will I need if a member of the family dies?
- Should I take any particular steps with regard to the assets of the deceased?
- What is probate?
- Upon a family member’s death, what taxes are due?
- Is it possible to refuse inherited property in order to reduce taxes?
- My spouse died this year; may I file a joint return for this year?
- Do I owe taxes on life insurance proceeds payable to me?
- Are distributions of a retirement plan or IRA of the deceased taxable?
- If my spouse died without a will, how will his/her assets be distributed?
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