22 Sep If I gift more than $15K, what tax forms do I need?
You may need to file a gift tax return depending on your choices. ...
Estate Planning
17 Sep I took care of my grandfather. Do I have rights to his estate?
If you're a beneficiary, you're probably listed in the will. ...
11 Sep This trust was supposed to protect money. Was it a mistake?
State law needs to be considered when developing an estate plan. ...
10 Sep Was the wrong person given this bank account after owner’s death?
Certain accounts follow different distribution rules when an owner dies. ...
09 Sep What taxes do I have to pay on an inheritance from N.Y. resident?
There are several rules when it comes to inheritance taxes. ...
08 Sep I was given a gift of $45K. How much do I owe in taxes?
When you receive a gift in New Jersey, you won't owe any taxes. ...
01 Sep How should I gift these shares of stock to my grandchildren?
Accounts started for a child will need a custodian until they become legal adults. ...
28 Aug How can my kids share my 401(k) plan when I die?
Beneficiary designations will determine who receives your 401(k) when you die. ...