06 Feb How do you value an estate for inheritance tax calculations?
The executor is responsible to file the New Jersey inheritance tax return....
22 Jan My sister died. How can I get funds released from her bank accounts?
Beneficiaries of accounts do have some rights to information. ...
12 Jan I think my son’s marriage could end. What about inheritances?
State law coupled with your estate plan can protect the assets....
03 Jan Does a Class “D” beneficiary have to pay tax on this inheritance?
State law determines which heirs are subject to inheritance tax....
21 Dec What tax is due on this inherited IRA?
A will may specify how inheritances taxes should be paid. ...
12 Dec Is this inheritance also subject to income taxes?
The inheritance tax is bad enough, but income tax too? ...
27 Nov Should I keep the stock in this inherited Roth IRA?
If you inherit an IRA, there are rules you must follow to avoid penalties....
06 Nov Are 401(k) plans subject to the inheritance tax?
The inheritance tax is levied based on your relationship to the deceased. ...
27 Sep My brother died. Do I owe inheritance taxes?
Inheritance taxes may be due from certain beneficiaries. ...
28 Aug What’s the best way to avoid the inheritance tax?
The inheritance tax is based on the relationship of the heir to the deceased....