18 Apr Mom died. How can I check if she had a retirement plan?
Put on your detective hat and follow the clues....
16 Apr Will Medicaid go after a $16K estate?
If there are assets after you die, Medicaid will take a look....
15 Apr Can I use money in an irrevocable trust created in N.Y.?
A New Jersey attorney should review your trust if it was made in another state. ...
11 Apr Are bonds and life insurance subject to inheritance tax?
Some assets are not subject to the state's inheritance tax....
03 Apr Can I get Senior Freeze if my house is in a trust?
The New Jersey Treasury Department manages this property tax benefit. ...
02 Apr What is the simplest way to dissolve my revocable trust?
It's not unusual for people to have second thoughts about trusts....
01 Apr My house gained in value. What happens to my reverse mortgage?
You can tap your equity, but make sure you understand the agreement. ...
01 Apr I inherited a house. How do taxes work if I sell it?
An inherited home is treated differently than a home that's gifted....
29 Mar Are trusts really taxed at 37%?
Before you create a trust, make sure you understand how it works....
25 Mar What do you have to do if you inherit a house?
You don't want to make a mistake when you transfer a home....