09 Feb Do we need state forms before paying out this inheritance?
Closing out an estate can be time-consuming. ...
Estate Planning
03 Feb My grandmother’s estate owes back taxes. What next?
The executor is responsible for making sure taxes and debts are paid. ...
02 Feb Mom put me on her bank accounts. Are there taxes when she dies?
You will be the sole owner when your mother dies. ...
31 Jan Am I responsible for my deceased brother’s affairs?
Even if you're named executor, you don't have to do the job. ...
28 Jan How long do I have to keep paperwork after someone dies?
Get the shredder! You don't need to keep everything forever....
26 Jan How should I take distributions from these inherited IRAs?
The rules for taking distributions changed with the SECURE Act....
20 Jan What is the inheritance tax for different kinds of beneficiaries?
New Jersey assesses a tax based on the heir's relationship with the deceased. ...
14 Jan I’m named as a power of attorney. What does it mean?
Managing someone's finances is a great responsibility....