Estate Planning

07 Feb How does the inheritance tax work for siblings?

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

Siblings may be subject to the inheritance tax in New Jersey. ...

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04 Feb I want to revoke a trust on my house. What do I do?

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

It all depends on the terms of the trust. ...

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29 Jan Will a trust extend an inherited IRA distribution period?

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

The SECURE Act changes the distribution rules for inherited IRAs. ...

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28 Jan Can a trust own a 529 plan for a grandchild?

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

You have several ownership options if you fund a 529 plan. ...

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24 Jan Pros and cons of a ‘payable on death’ account

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

What you should know if you're trying to pass assets to beneficiaries. ...

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21 Jan What happens with taxes after we sell grandma’s house?

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

When you inherit a home, there are several taxes to consider. ...

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17 Jan How can my kids inherit my property and avoid taxes?

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

Inheritances can face several different kinds of tax burdens....

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15 Jan Is mom liable for my dead father’s credit card debt?

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

Certain assets could be tapped to pay a deceased person's debts. ...

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