Estate Planning

17 Mar My dad died. Does my mom have to pay his credit card bills?

Posted at 06:06h in Ask NJMoneyHelp, Credit, Estate Planning

When someone dies, his or her estate would pay off bills. ...

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17 Mar How can I transfer ownership of this house to my sibling?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

A quit claim deed can be used to transfer your ownership of a property. ...

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16 Mar Can I sell my house while it’s in a trust will?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Real Estate

Much will depend on the terms of the trust. ...

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11 Mar Can a special needs trust avoid SECURE Act rules?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

There are exceptions to the SECURE Act, which forces inherited IRA liquidation in 10 years. ...

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28 Feb What changes for inherited IRAs under the SECURE Act?

Posted at 06:06h in Ask NJMoneyHelp, Estate Planning, Taxes

Under the new law, you have to take distributions over 10 years. ...

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27 Feb Should I gift my assets to avoid gift and estate taxes?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

You can use annual gifts to transfer property to your heirs. ...

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21 Feb How the SECURE Act changed the inherited IRA

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes

Beneficiaries of inherited IRAs can no longer take distributions over their lifetimes. ...

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21 Feb How do we add our sons’ names to our home’s deed?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

There may be unintended consequences when you add other names to your home's deed. ...

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