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 In this issue   |
Joint account at death — a rightful gift or a family obligation? Many aging parents open joint bank accounts with their adult children to make financial dealings easier. But on the parent's death, matters become complicated: is the child the rightful owner of the funds, or are the funds now part of the parent's estate? Lorn Kutner examines two recent Supreme Court cases that provide answers to this question. Click here to read more. 'Tis the season for tax planning Much of the tax relief you'll be looking for next April requires action before the end of 2007. Silvia Jacinto discusses ways to maximize your tax-planning strategy and points to consider when planning for 2008. Click here to read more. |
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