20 Nov Mom died. Do we owe state tax on her 401(k)?
It matters whether a beneficiary was named or if the asset goes to the estate....
12 Dec Can someone other than heirs manage money when we’re gone?
There are several ways to manage your estate after you die. ...
19 Jun I inherited my friend’s estate. Can we talk taxes?
Estate taxes, inheritance taxes, income taxes. Oh my. ...
21 Nov What’s the best way to manage beneficiaries for bonds?
When bonds are not in paper format, consider this....
10 Nov What happens to these assets if the heir dies first?
Beneficiary status and the language of the will determines what happens....
21 Oct My wife died and her account has no beneficiary. What’s next?
Probate in New Jersey is usually not a complicated matter....
08 Jun Who gets life insurance payout when the beneficiary dies?
It's based on timing and who survived the policyholder....
30 Apr Do I have the right to know who my ex’s beneficiary is?
Ex-spouses may not have any standing when it comes to an ex's death. ...
25 Mar My father died. Who will get the share meant for a dead beneficiary?
The language of the will would determine what happens for heirs. ...
26 Feb How is tax paid when an estate is the beneficiary of an IRA?
More will go to taxes when an estate is a beneficiary....