What are the tax consequences of real estate joint ownership when one owner dies?
It can get complicated, especially if the surviving owner...
Is probate an inevitable cost for a surviving spouse?
Sandra and her husband have lived in their principal...
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Downsizing vs reverse mortgage: Which option is right for you?
Depending on your age, where you live currently and...
Unique ideas for your last will and testament
A straightforward will can work well for many people...
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Creating your will: a guide for couples
Financial pros share tips for getting on the same...
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The power of a last will and testament: How your final wishes can make an impact
You can use bequests—possessions, sums of money and percentages...
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Is a reverse mortgage right for you?
Drawing on the equity in your home, a reverse...
Is this couple on track to leave their 3 kids an inheritance?
Bob and Janet are DIY investors seeking advice on...
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Should you consider using joint accounts to avoid probate?
Would listing Laurel as her aging mother’s joint account...