08 Jul What happens when a revocable trust is amended?
Assets in a revocable trust are still owned by the same trust even after it is amended. ...
08 Jul My husband died. What should I do with his IRAs?
Spouses have an added bonus when it comes to an inherited IRA. ...
07 Jul I’m getting a divorce. What happens to retirement accounts?
New Jersey is an equitable distribution state. Here's what it means. ...
07 Jul Can I give money away without it being a taxable gift?
The lifetime gift tax exemption is $11.7 million in 2021....
06 Jul Does it make sense to convert my IRA to a Roth?
Your current and future tax brackets are considerations before you convert. ...
06 Jul My mom died. How can I take over her car lease?
The lease contract will dictate your options when there is a death. ...
05 Jul What happens to Social Security after a divorce?
You may be eligible for a spousal benefit even after a marriage ends. ...
05 Jul How can I choose an executor if I don’t want it to be family?
There are several kinds of professionals you can hire to be your executor....
02 Jul Medicaid says I have to sell my house. Will this plan work?
There are many different financial eligibility requirements and program benefits. ...
02 Jul What kind of taxes will be owed on this inherited home?
Depending on timing, you may not owe much of anything. ...