15 Nov What’s the best way to leave documents when we die?
It's a gift to your heirs to organize your estate planning and financial paperwork. ...
Estate Planning
25 Oct My mom died. Should we file for her ANCHOR benefits?
There are strict cut-off dates for property tax benefit eligibility. ...
18 Oct Do minors have to take distributions from an inherited IRA?
The rules for inherited IRAs have changed in recent years. ...
23 Aug Should simple probate in N.J. take longer than 6 months?
Depending on the estate details, administration can take a lot longer. ...
16 Aug What happens with ANCHOR and an irrevocable trust?
The state needs to have the right documents on record to pay your benefit....
09 Aug What happens to a house in an irrevocable trust?
Capital gains tax is treated differently for some property after death. ...
12 Jul What is the tax on inheritances for seniors?
Age matters for many things, but not for this....
26 Jun Will my beneficiary’s inheritance be taken by Medicaid?
Certain benefits may be taken if you're part of a needs-based program. ...