12 Jun Funeral trusts aren’t as simple as you think
When you're applying for Medicaid, some choices can't be changed....
23 May Do spouses owe tax on inherited bank accounts?
Spouses have special rules when it comes to inherting assets....
17 May What the inheritance tax means for step-families
Step-grandchildren are subject to the inheritance tax. ...
07 May Why seniors shouldn’t put assets in kids’ names
There may be unintended consequences when you change account ownership....
25 Apr Do I have to leave money to my spouse?
Important information for married couples writing their wills....
10 Apr Estate planning error could mean huge tax bill
Why putting someone's name on your assets can hurt your estate plan. ...
04 Apr Accessing money of someone who has died
Banks and brokerage houses have rules for executors to follow. ...
08 Mar ‘Disclaiming’ assets after a death
What it means to "disclaim" assets as part of an estate plan. ...
20 Oct Last minute help to avoid estate tax
Strategies to avoid the New Jersey estate tax....
05 Oct Gift tax consequences for you and your heirs
Understanding how taxes work when you gift assets. ...