Browsing: son
‘I need to get my financial ducks in a row’: I’m 80 with $1 million. How do I prevent my son from being hit with inheritance tax?
By Admin
“I have $650,000 in investments, $250,000 in life insurance and about $150,000 equity in my home.”
‘I would like to quit working’: I’m 65. My son wants to live in my second home for less than the market rent. Do I say yes?
By Admin
“Our son would like to stay there and start a family.”
‘He never asks for anything’: I’m 61 with a $1.5 million 401(k). My girlfriend says I do too much for my son, 28. Is she right?
By Admin
“I recently gave him $20,000 for a newer car and had him finance the rest.”
My husband, 73, is giving me a life estate in his home, yet leaving his son a $200K Porsche. Is this cause for divorce?
By Admin
“I am not listed on his bank accounts.”
When my friend was on her deathbed, her parents took $25,000 in cash and won’t give it to her son. Do we tell him?
By Admin
“They are a very religious family. These are the same people who hug the altar every week.”