03 May My ex died. Can I claim his retirement benefits?
Your divorce settlement would dictate what you may be due....
Estate Planning
01 May My dad died. Do I have to manage his estate?
Whether or not you're named as executor, you have options. ...
06 Apr Do I have to pay inheritance tax to N.J.?
The inheritance tax is determined by the relationship of the heir to the deceased....
28 Mar What do I owe in tax on this inheritance from my mom?
The inheritance tax is based on your relationship to the person who died....
23 Mar Mom needs a nursing home. Can we protect her IRA from Medicaid?
You won't qualify for Medicaid if your asset base is too high. ...
23 Mar Can an irrevocable trust own a 529 plan?
529 plans typically have an owner and a beneficiary....
07 Mar How can I protect inheritances from SECURE Act withdrawals?
The SECURE Act eliminated the ability to make inherited IRAs last a lifetime....
02 Mar Is an inheritance tax due when a 401(k) is inherited?
The relationship between the beneficiary and the deceased determines the tax....