27 Feb Should I gift my assets to avoid gift and estate taxes?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

You can use annual gifts to transfer property to your heirs. ...

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21 Feb How the SECURE Act changed the inherited IRA

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes

Beneficiaries of inherited IRAs can no longer take distributions over their lifetimes. ...

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21 Feb How do we add our sons’ names to our home’s deed?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

There may be unintended consequences when you add other names to your home's deed. ...

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19 Feb My mom’s husband hasn’t probated her will. Now what?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

As a beneficiary, you have rights after someone dies. ...

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13 Feb With SECURE Act, how can I preserve my heirs’ inheritance?

Posted at 06:06h in Ask NJMoneyHelp, Estate Planning, Retirement

The SECURE Act changes how non-spouse inherited IRA distributions work....

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13 Feb What happens to Medicaid if we put our assets in a trust?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

Trusts can be useful, but the terms and timing is everything. ...

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12 Feb How long does it take to pay out a family trust?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

You want to make sure an executor or trustee is doing his or her job. ...

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07 Feb How does the inheritance tax work for siblings?

Posted at 06:06h in Ask NJMoneyHelp, Estate Planning

Siblings may be subject to the inheritance tax in New Jersey. ...

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04 Feb I want to revoke a trust on my house. What do I do?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Real Estate

It all depends on the terms of the trust. ...

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29 Jan Will a trust extend an inherited IRA distribution period?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

The SECURE Act changes the distribution rules for inherited IRAs. ...

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