30 May Can creditors take money from this POD account?
Funds in the account pass directly to the named beneficiary without probate....
12 May Will Medicaid take my home if I need nursing home care?
If you need Medicaid, there are rules that govern your assets. ...
05 May How can you protect a money gift from a spendthrift’s bad habits?
Using a trust can add conditions to money gifts, but not without complication. ...
04 May How do I deposit a check for a deceased person?
An account should be opened up for the person's estate....
03 May I don’t want my sister to get anything when I die. What can I do?
You have to take steps to make sure your wishes will be followed....
03 May My ex died. Can I claim his retirement benefits?
Your divorce settlement would dictate what you may be due....
01 May My dad died. Do I have to manage his estate?
Whether or not you're named as executor, you have options. ...
06 Apr Do I have to pay inheritance tax to N.J.?
The inheritance tax is determined by the relationship of the heir to the deceased....
28 Mar What do I owe in tax on this inheritance from my mom?
The inheritance tax is based on your relationship to the person who died....
23 Mar Mom needs a nursing home. Can we protect her IRA from Medicaid?
You won't qualify for Medicaid if your asset base is too high. ...