02 Feb Mom put me on her bank accounts. Are there taxes when she dies?
You will be the sole owner when your mother dies. ...
31 Jan Am I responsible for my deceased brother’s affairs?
Even if you're named executor, you don't have to do the job. ...
28 Jan How long do I have to keep paperwork after someone dies?
Get the shredder! You don't need to keep everything forever....
26 Jan How should I take distributions from these inherited IRAs?
The rules for taking distributions changed with the SECURE Act....
20 Jan What is the inheritance tax for different kinds of beneficiaries?
New Jersey assesses a tax based on the heir's relationship with the deceased. ...
14 Jan I’m named as a power of attorney. What does it mean?
Managing someone's finances is a great responsibility....
13 Jan Can I force my grandkids to invest a gift?
Most gifts have no strings attached, no matter your intention. ...
07 Jan Will my Roth IRA be tax free if my adult kids inherit it?
A tax-free account is a valuable item to inherit....
05 Jan Can my dad cut me out of an inheritance?
Not everyone is entitled to an inheritance, no matter what promise was made. ...
29 Dec My wife didn’t get her inheritance. What can we do about it?
You can investigate whether a will was probated after a death. ...