26 Jan How should I take distributions from these inherited IRAs?
The rules for taking distributions changed with the SECURE Act....
Estate Planning
20 Jan What is the inheritance tax for different kinds of beneficiaries?
New Jersey assesses a tax based on the heir's relationship with the deceased. ...
14 Jan I’m named as a power of attorney. What does it mean?
Managing someone's finances is a great responsibility....
13 Jan Can I force my grandkids to invest a gift?
Most gifts have no strings attached, no matter your intention. ...
07 Jan Will my Roth IRA be tax free if my adult kids inherit it?
A tax-free account is a valuable item to inherit....
05 Jan Can my dad cut me out of an inheritance?
Not everyone is entitled to an inheritance, no matter what promise was made. ...
29 Dec My wife didn’t get her inheritance. What can we do about it?
You can investigate whether a will was probated after a death. ...
27 Dec What’s the cost basis for an inherited brokerage account?
The value on the date of death is what's important here....