04 Jul My mom was the life tenant and I got the house. What’s next?
When someone with a life estate dies, here what you should know....
29 Jun We inherited a retirement account. Is the inheritance tax due?
The inheritance tax is based on the relationship between the deceased and the heir....
28 Jun My husband died. Why can’t I buy out his car lease?
It's all about the language of the lease contract....
21 Jun Is a personal needs account balance exempt from Medicaid recovery?
Medicaid will recover certain funds after a beneficiary dies....
16 Jun I need to do an estate plan. What documents should I get?
There are three important estate planning documents everyone should have. ...
12 Jun Can I protect an inheritance for my divorcing child?
New Jersey has protections for inheritances under some circumstances....
08 Jun We inherited a rental home. How should we title it?
Certain titling strategies can offer protections for owners. ...
07 Jun Do we have to register powers of attorney with the county?
Power of attorney documents are an essential part of your estate plan. ...
01 Jun Dad died and my sister is on his account. What happens next?
Decisions you make with your money will have consequences after you're gone....
30 May Can creditors take money from this POD account?
Funds in the account pass directly to the named beneficiary without probate....