Estate Planning

05 Dec Will a joint savings account be considered a gift?

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

The IRS has very specific ways to look at funds in a non-spouse joint account....

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04 Dec Is New York or New Jersey better for ‘death’ taxes?

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

If you want your heirs to keep more of your money, where you live matters. ...

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04 Dec Can my dad protect these homes from Medicaid?

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

Certain assets can be protected from Medicaid....

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25 Nov Will the state come after my money when I die?

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

Medicaid will do everything it can to recover assets. ...

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14 Nov How can I give a money gift in secret?

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

There are several options if you want to give anonymously. ...

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12 Nov Mom has dementia. Can I get paid to take care of her?

Posted at 11:06h in Ask NJMoneyHelp, Estate Planning

Medicaid will be watching if you take payments as a caregiver. ...

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12 Nov What happens to a reverse mortgage with Medicaid?

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

Medicaid will consider all assets and try to recover funds when someone dies. ...

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05 Nov What taxes are due on an inherited IRA?

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

The beneficiaries will pay taxes based on the state in which they live. ...

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