10 Dec How does the inheritance tax work when there is a trust? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning Rules for inherited IRAs changed significantly with the SECURE Act. Read More
04 Aug My brother died of COVID-19. Does ex-wife get an inheritance? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning After a divorce, an inheritance is never a sure thing. Read More
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. Read More
05 Dec Will a joint savings account be considered a gift? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning The IRS has very specific ways to look at funds in a non-spouse joint account. Read More
01 Oct Will the IRS know if I gift money to my grandchildren? Posted at 11:17h in Ask NJMoneyHelp, Taxes It's upon the giver to report gifts to the IRS. Read More
19 Jun My sister and I will owe the inheritance tax. What can we do? Posted at 06:06h in Ask NJMoneyHelp, Estate Planning Siblings are subject to the inheritance tax in New Jersey. Read More
03 May Trying to avoid a fight over an inheritance Posted at 06:06h in Ask NJMoneyHelp, Estate Planning Proper estate planning can stop arguments before they start. Read More
28 Feb My father refuses to create an estate plan Posted at 06:06h in Ask NJMoneyHelp, Estate Planning How to convince a parent to get needed estate planning help. Read More
06 Sep Who should get inheritance from second marriage? Posted at 11:38h in Ask NJMoneyHelp, Estate Planning How to provide for children and a spouse in a second marriage. Read More