28 Nov Mom died years ago, but I just found a bond. What do I do?
You have to worry about taxes and distributions of assets....
Estate Planning
14 Nov How can I add my adult children to my deed?
You might find there are better estate planning strategies for you. ...
11 Nov We haven’t received an inheritance. What does the executor have to do?
If the executor isn't taking responsibility, you can take action. ...
10 Nov I’m selling an inherited home. Can I offset losses against stock gains?
New Jersey and federal taxing authorities have different rules. ...
08 Nov Should I plan to liquidate my IRA and get a reverse mortgage?
Reverse mortgages can be complicated. Have all the facts before you make a move. ...
04 Nov Mom died. How can we deduct property taxes on her house?
You have several options when completing final tax returns. ...
03 Nov What’s the best plan to make cash accessible after my death?
Certain assets will be easier to access than others for your heirs....
03 Nov My brother died. How do we put a value on his property?
There are standards to follow to value someone's property after their death....