19 Jun I inherited my friend’s estate. Can we talk taxes?
Estate taxes, inheritance taxes, income taxes. Oh my. ...
20 May How can I get money from this account after co-owner died?
Putting someone's name on your account can have unintended consequences....
10 May Mom left us her home. Can we transfer our shares to one sibling?
There are tax considerations before you gift assets or property....
29 Apr Will our children owe taxes on inheritances when we die?
Children won't face the inheritance tax, but there could be other tax liabilities....
11 Apr Are bonds and life insurance subject to inheritance tax?
Some assets are not subject to the state's inheritance tax....
01 Apr I inherited a house. How do taxes work if I sell it?
An inherited home is treated differently than a home that's gifted....
25 Mar What do you have to do if you inherit a house?
You don't want to make a mistake when you transfer a home....
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....