45 Articles in Loss



Estate Planning: Will vs. Trust

Making an estate plan early is a great idea and you should have all the info at your fingertips. Linda Amato on the benefits of a will and a trust.

Jun 15th, 2019| by Linda Amato


How to Handle an Inherited IRA

The tax treatment of inherited IRAs is complex and making the wrong move can be costly. Marla Brill advises on handling inherited IRAs.

Jun 10th, 2019| by Marla Brill


Should You Pass Down Heirloom Jewelry?

When Marla's mother-in-law recently gave an heirloom necklace to her daughter, it made her think that perhaps there's a better option.

May 23rd, 2019| by Marla Brill





Are State Estate Taxes in Your Future?

Understand the complications of state estate taxes and how much you can expect to give up if you have an inheritance coming your way.

Mar 11th, 2019| by Marla Brill



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