The latest from Kay
Revocable Living Trust: What It Is and When You Need One
Understand revocable living trusts and their role as an important estate planning tool.
Estate Tax: Definition, Tax Rates and Who Pays in 2022-2023
Several states have this tax on the transfer of property after death. Know whether the rules and thresholds apply.
What Is a Living Will?
A living will conveys your wishes about medical decisions in situations in which you are unable to communicate.
How Long Should You Keep Tax Records?
It ranges from three years to forever, depending on whether you meet any of these criteria.
Probate: What It Is, How It Works and How to Avoid
Probate is the legal process for distributing your property after you die.
When Are Taxes Due? Tax Day and Other 2023 Tax Deadlines
Tax day, the deadline to file and pay taxes, is April 18, 2023. There are other tax deadlines, too.
Estate Planning Checklist: A 7-Step Guide to Getting Your Affairs in Order
An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die.
HSA Taxes, FSA Taxes & How They Work in 2022-2023
If you have medical bills to pay, you might as well at least get a tax break.
Tax-Free Income and Nontaxable Income: What Qualifies
All income is taxable unless the IRS explicitly says it's not.