Category: Heirs

Tax Plan May Retain Massive Wealth Transfers

Republicans in the House of Representatives have proposed a tax plan that allows a continued transfer of wealth between generations, according to the ... Read More »

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What Do Your Heirs Want and What Is Just Clutter?

Sweden has a tradition that handles the disposal of a lifetime of clutter, according to the New York Post in "Swedish death cleaning is the morbi... Read More »

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Inherited Roth IRA Can Be Stretched

Because a Roth IRA is subject to the current income tax when contributions are made, the money is not taxed later when it is taken out of the account.... Read More »

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