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28 Dec Why won’t the bank release part of this inherited account?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Banks must follow certain rules with accounts held by people who died. ...

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24 Sep How can I find someone to help with my money and health care?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Choosing a fiduciary is part of a comprehensive estate plan. ...

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11 Mar What happens to my IRA when I die under this trust?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Make sure your estate plan won't have unintended consequences....

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19 Feb My mom died. How do I manage ANCHOR for an estate?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Real Estate, Taxes

After someone dies, their estate can still receive the ANCHOR benefit....

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25 Jan What can this beneficiary do to get a death certificate?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Beneficiaries have certain rights when they are to receive property. ...

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04 Dec A beneficiary won’t sign off on estate payouts. What’s next?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

The executor has a fiduciary duty to the estate....

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01 Dec My dad died. The estate is settled. What paperwork do I need to keep?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Some documents can be tossed, but others should forever be saved....

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13 Oct What does IRS Revenue Ruling 2023-2 mean for an estate?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes

Estate planning can be complicated. Some trusts make it more so. ...

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02 Oct My husband died. He has adult children. Do I get anything?

Posted at 05:02h in Ask NJMoneyHelp, Estate Planning

Without a will, state law determines how assets are distributed....

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28 Sep Will mom’s 4th husband get her assets when she dies?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

If there's a will, ...

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