10 Aug Will we owe taxes when we inherit POD accounts?
Inheritance taxes are levied based on the relationship between the deceased and the beneficiary....
Estate Planning
10 Aug My wife died. Do I need changes to my will?
When you have a major life change, review your estate planning documents....
09 Aug I’m getting an overseas inheritance. Will it be taxed?
The country where the inheritance initiated matters....
07 Aug Will adding my partner’s name to my deed trigger a gift tax?
It matters whose name is on the deed for your real estate....
25 Jul What documents do I need with my will?
Estate planning documents will help ensure your wishes are followed....
21 Jul My brother died. Will the inheritance tax be due?
New Jersey has an inheritance tax for certain classes of beneficiaries....
12 Jul My ex wants me to get his accounts. How can I make sure that happens?
If you don't change your will, state law will determine who gets what property....
11 Jul What should we expect on taxes on this home sale or inheritance?
There are many considerations for the future of your home's value....