11 Sep This trust was supposed to protect money. Was it a mistake?
State law needs to be considered when developing an estate plan. ...
Estate Planning
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. ...
27 Aug Can my wife take over my car lease if I die?
The terms of the lease contract will dictate what happens if you die. ...
26 Aug How fast do we have to empty out this inherited IRA?
The SECURE Act made changes to how people must take funds from an inherited IRA. ...