15 May A special needs trust beneficiary died. What taxes are due? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes It depends on how the special needs trust was established and funded. ... Read More
08 May Can I distribute inheritances now or do I have to wait? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning If you pay out money to beneficiaries too soon, there could be trouble. ... Read More
07 May My ex-wife died. Do I have rights to her house? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Real Estate A will must be considered first. If there is no will, family matters. ... Read More
05 May How can I be sure the inheritance tax is paid when I die? Posted at 06:01h in Ask NJMoneyHelp, Estate Planning, Taxes The inheritance tax is based on your relationship to the beneficiary.... Read More
01 May What happens when the trustee of a trust dies? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning The terms of the trust may specify what happens if a trustee dies. ... Read More
30 Apr Do I have to take a distribution from my inherited IRA? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes Beneficiaries get a break on taking a distribution because of the coronavirus crisis. ... Read More
27 Apr What are the rules when a beneficiary inherits an IRA? Posted at 06:06h in Ask NJMoneyHelp, Estate Planning, Retirement The SECURE Act changed how you must take distributions from inherited IRAs?... Read More
27 Apr What kinds of taxes will a trust be required to pay? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes Trusts can get hit with the highest tax rates out there. ... Read More