Financial Advice Q&A

Showing questions for "Wills & Estate Planning". Show All Questions

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Question

Is a wedding gift taxable?

I want to give my son and his wife to be $30,000.00 as a wedding gift. What are the federal/state tax requirements?

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05-11-2015 04:55 PM

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What's the best way to handle my father's IRAs?

Regarding estate planning.. My father has IRA's and wants to know the best way to leave them to my sister. Can he pass it over to her as an ...

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02-22-2015 11:04 AM

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Who is responsible for paying gift taxes?

I received a generous financial gift from my grandmother. Do I have to pay taxes on this gift?

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01-30-2015 06:04 PM

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How do I transfer our accounts into a trust?

How do I transfer accounts into our trust?

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07-14-2014 02:51 PM

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Can I sell my brother's motorcycle without his signature?

I am the co signer on my brother's motorcycle loan. Last year, 3 months after buying the bike my brother underwent brain surgery to remove a...

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04-24-2014 08:30 AM

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Should I have a trust?

Is it wise to have a trust? Is this service provided by USAA?

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01-22-2014 06:09 PM

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How can I get my mother, who's getting along in years, squared away?

My mother is turning 84 and I want to make sure I am planning for the inevitable time that God decides to take her away. What kind of things...

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10-21-2013 09:43 PM

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Advice on Assembling Key Information

Does USAA have advice on what should be compiled in one location (like a road or treasure "map") that a surviving spouse can use to understa...

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05-29-2013 01:20 PM

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Life insurance to create a legacy from a single parent?

I retired a year ago. Under what circumstances, if any, would the purchase of a USAA Universal Life Insurance policy be considered a wise ch...

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04-20-2013 04:43 PM

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How to choose an attorney to write a will?

I was told I need a simple will for me and my wife with a) power of attorney for healthcare, power of attorney for property and guardianship...

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08-09-2012 03:57 PM

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