08 Sep I was given a gift of $45K. How much do I owe in taxes?
When you receive a gift in New Jersey, you won't owe any taxes. ...
01 Sep How should I gift these shares of stock to my grandchildren?
Accounts started for a child will need a custodian until they become legal adults. ...
28 Aug How can my kids share my 401(k) plan when I die?
Beneficiary designations will determine who receives your 401(k) when you die. ...
27 Aug Can my wife take over my car lease if I die?
The terms of the lease contract will dictate what happens if you die. ...
26 Aug How fast do we have to empty out this inherited IRA?
The SECURE Act made changes to how people must take funds from an inherited IRA. ...
26 Aug Will my mother’s life insurance policy cause a Medicaid penalty?
Medicaid will look back at five years of financial records before you will get benefits. ...
24 Aug Can I evict my brother from a house we inherited?
Much depends on the wording of the will and what's to happen to the home proceeds. ...
18 Aug If an executor is uncooperative and hostile, what can I do?
There are certain reasons why an executor could be removed. ...
14 Aug Is a beneficiary designation more important than a will?
It's important to understand what will happen to your assets when you die. ...
13 Aug Is it smarter for taxes to buy my mom’s home or inherit it?
There are several taxes to consider when looking to transfer a home. ...