25 Oct Do I have a right to see my sister’s trust?
Not everyone has a right to see someone else's estate planning documents. ...
Estate Planning
19 Oct Does N. J. tax gifts or are they tax-exempt?
Gifting relates to the federal gift tax, not the federal income tax....
07 Oct How should our mom title her homes for estate planning purposes?
How a home is titled can make a big difference for taxes....
03 Oct Everyone says probate is easy and cheap. But what does it really cost?
Probate itself is not expensive, but an estate can face other fees....
19 Sep What will my ex’s pension mean to me if I need a nursing home?
Your income can make a big difference if you need Medicaid....
31 Aug If my parents give me money for a house, will it be taxed?
People can gift money without tax consequences, but records must be filed....
30 Aug What are the pros and cons of Payable-on-Death accounts?
These accounts allow you to pass assets without probate....
25 Aug Will my husband’s inheritance count as an asset when we divorce?
If an inheritance is comingled with joint funds, it could count....