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15 Jan Who gets a lump sum from Social Security when someone dies?

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

Social Security does pay a one-time lump sum death benefit of $255 to certain heirs. ...

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12 Jan When do I have to take money from this inherited annuity?

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

There are several options to take funds from an inherited annuity....

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11 Jan Will a living trust help with probate and inheritance taxes?

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

There are many estate planning tools that can help with planning inheritances. ...

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01 Jan How much tax will we owe on this inherited home’s sale?

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

You may not owe anything if you sell soon after the death. ...

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31 Dec Will sale of inherited home cause a tax liability?

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

Tax rules can be beneficial when a home is inherited. ...

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29 Dec How can we find out if our father left us something in his will?

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

If there is no will, state law will determine what happens to property. ...

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24 Dec Can I leave a timeshare to the timeshare company in my will?

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

A lot will depend on the language in your timeshare contract. ...

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23 Dec What can we buy for mom so she stays eligible for Medicaid?

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

You can't have assets of more than $2,000 to qualify for Medicaid. ...

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18 Dec How can I make sure my son can stay in my house when I die?

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

A life estate can keep you in your home while savings taxes for your heir. ...

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15 Dec Should I add my daughter’s name to my home’s deed?

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

There can be big ramifications for Medicaid and capital gains taxes....

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