23 Nov What happens to a rental property held in a trust? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes The specifics of each trust are important.... Read More
21 Nov What’s the best way to manage beneficiaries for bonds? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Retirement When bonds are not in paper format, consider this.... Read More
10 Nov What happens to these assets if the heir dies first? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning Beneficiary status and the language of the will determines what happens.... Read More
07 Nov Grandparents want to give gift of stock or cash. What’s better? Posted at 05:01h in Ask NJMoneyHelp, College, Estate Planning There are several pros and cons to different types of money gifts.... Read More
06 Nov Are 401(k) plans subject to the inheritance tax? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes The inheritance tax is levied based on your relationship to the deceased. ... Read More
03 Nov When can a beneficiary ask about money from a will? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning An estate may take over a year to administer depending on complexities.... Read More
31 Oct We sold an inherited home. Is capital gains tax due? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Real Estate, Taxes Timing is everything when to comes to an inherited home sale.... Read More
13 Oct What does IRS Revenue Ruling 2023-2 mean for an estate? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes Estate planning can be complicated. Some trusts make it more so. ... Read More