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01 Feb Will Medicaid try to recover money from a 55-year-old patient?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

By law, Medicaid has to try to recover funds from the estates of recipients....

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01 Feb Mom has dementia. How do I manage her finances?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Start by having a discussion with your parent so they understand that you are trying to help....

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31 Jan I have a joint account with my son. I added $35K. Is tax due?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes

It's important to understand how gifting rules could come into play....

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20 Jan My mom died. Do I have a right to any of her property?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

The first step is to see if the deceased person had a will....

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17 Jan How much is the executor commission on this $3.24M estate?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

State law sets what you can charge as an executor commission....

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16 Jan Do Class C and D beneficiaries pay inheritance tax on retirement accounts?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes

Who pays inheritance tax is based on the relationship to the deceased....

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11 Jan How do I find an estate planning attorney I can trust?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Several websites offer search engines to find estate planning attorneys....

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05 Jan Do I need to return Social Security benefits after my spouse dies?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Retirement

When someone dies, there are several Social Security issues to address....

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03 Jan I get SSI. Can I put gambling winnings in an ABLE account?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Gambling winnings can have an impact on certain federal benefits....

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02 Jan I’m the executor of my mom’s estate. Am I doing it right?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Executors have a fiduciary duty to perform certain tasks. ...

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