11 Nov We haven’t received an inheritance. What does the executor have to do?
If the executor isn't taking responsibility, you can take action. ...
10 Nov I’m selling an inherited home. Can I offset losses against stock gains?
New Jersey and federal taxing authorities have different rules. ...
08 Nov Should I plan to liquidate my IRA and get a reverse mortgage?
Reverse mortgages can be complicated. Have all the facts before you make a move. ...
04 Nov Mom died. How can we deduct property taxes on her house?
You have several options when completing final tax returns. ...
03 Nov What’s the best plan to make cash accessible after my death?
Certain assets will be easier to access than others for your heirs....
03 Nov My brother died. How do we put a value on his property?
There are standards to follow to value someone's property after their death....
28 Oct Do I need to change my will if it’s about 10 years old?
It's smart to make sure your will reflects your current wishes....
25 Oct Do I have a right to see my sister’s trust?
Not everyone has a right to see someone else's estate planning documents. ...
19 Oct Does N. J. tax gifts or are they tax-exempt?
Gifting relates to the federal gift tax, not the federal income tax....
07 Oct How should our mom title her homes for estate planning purposes?
How a home is titled can make a big difference for taxes....