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Recent Blog Posts

July 7, 2025 By Liz Weston

Q&A: Why living trusts are a good option, most of the time

Dear Liz: My goal is to avoid probate and allow simplified access for my heir, who is also my executor. I have no family. I have chosen payable-on-death and transfer-on-death accounts instead of putting all financial assets in my trust, against the wishes of the attorney who drew up the trust for my condo. I […]

July 1, 2025 By Liz Weston

Q&A: Widow may be eligible for home sale tax relief

Dear Liz: My late husband and I bought my present home in 1969. I am now 80. From what I understand, my widowed status does not make any difference in regard to the home sale exemption. His death means that when I want or need to sell the house, I lose out on half the […]

July 1, 2025 By Liz Weston

Q&A: The pros and cons of rewards cards with high interest rates

Dear Liz: I expect to travel to Europe in the next few months. I applied for a new credit card to take advantage of its “no foreign transaction fees” policy. With a credit score of 740, I figured I would get a decent rate. Today I learned that I’m approved with a rate of 29%, […]

June 23, 2025 By Liz Weston

Q&A: When is the right time to start simplifying your finances?

Dear Liz: You recently answered a question about closing credit cards and mentioned the “mental load” of managing too many cards. That got me thinking about when is the right time to start simplifying my finances. I have lots of rewards credit cards and have opened several bank accounts to get bonuses, but I wonder […]

June 23, 2025 By Liz Weston

Q&A: Widower can file for survivor benefits now and his own later

Dear Liz: My sister and brother-in-law were both 68 when she passed away last December. She had been on Social Security disability since her mid 50s until it was converted to retirement in her 60s. He is the higher wage earner and still working. Can he file for survivor benefits now, and then file for […]

June 23, 2025 By Liz Weston

Q&A: Filing a tax return after a parent dies

Dear Liz: My mother’s only income was Social Security. Her accountant told her many years prior to her passing that she didn’t need to file a tax return. I was the executor of her trust and told the attorney I hired to help settle the estate that I would file her final tax return. I […]

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