19 Feb My mom’s husband hasn’t probated her will. Now what?
As a beneficiary, you have rights after someone dies. ...
13 Feb With SECURE Act, how can I preserve my heirs’ inheritance?
The SECURE Act changes how non-spouse inherited IRA distributions work....
13 Feb What happens to Medicaid if we put our assets in a trust?
Trusts can be useful, but the terms and timing is everything. ...
12 Feb How long does it take to pay out a family trust?
You want to make sure an executor or trustee is doing his or her job. ...
07 Feb How does the inheritance tax work for siblings?
Siblings may be subject to the inheritance tax in New Jersey. ...
04 Feb I want to revoke a trust on my house. What do I do?
It all depends on the terms of the trust. ...
29 Jan Will a trust extend an inherited IRA distribution period?
The SECURE Act changes the distribution rules for inherited IRAs. ...
28 Jan Can a trust own a 529 plan for a grandchild?
You have several ownership options if you fund a 529 plan. ...
24 Jan Pros and cons of a ‘payable on death’ account
What you should know if you're trying to pass assets to beneficiaries. ...
21 Jan What happens with taxes after we sell grandma’s house?
When you inherit a home, there are several taxes to consider. ...