Question: I plan on remarrying. I am 67 and get full Social Security benefits. If I should pass, I know my husband can get my benefits. Is his benefit amount reduced if he continues to work [...]

Question: My husband passed away. I owned stocks in only my name. Are the stocks part of his estate? Response: No. What’s yours is yours and what was his is in his estate. In terms of [...]

Question: How can someone, with a house, a rental house and investments altogether worth $4 million, plan for both a stepped-up in basis and the full federal estate tax exemption without allowing [...]