27 Sep My brother died. Can I keep his SSI from that month? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Retirement SSI disability benefits end when the recipient dies.... Read More
27 Sep My brother died. Do I owe inheritance taxes? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes Inheritance taxes may be due from certain beneficiaries. ... Read More
22 Sep What happens to property values in a trust when the trustor dies? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Real Estate, Taxes Assets receiving the step-up are also included in your taxable estate for estate tax purposes.... Read More
19 Sep Should I put my condo in an irrevocable trust? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Real Estate Whether trusts are helpful is not one-size-fits-all.... Read More
11 Sep What is an executor’s responsibility when someone dies? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning There are several responsibilities to consider when you take on this role.... Read More
06 Sep What needs to be done upon the death of a spouse? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning Many responsibilities fall to the executor of the estate. ... Read More
28 Aug What’s the best way to avoid the inheritance tax? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes The inheritance tax is based on the relationship of the heir to the deceased.... Read More
25 Aug Am I a beneficiary or an heir? What’s the difference? Posted at 05:01h in Ask NJMoneyHelp, Estate Planning If there's a will, there's no guarantee you get an inheritance.... Read More