10 Aug Will we owe taxes when we inherit POD accounts?
Inheritance taxes are levied based on the relationship between the deceased and the beneficiary....
09 Aug I’m getting an overseas inheritance. Will it be taxed?
The country where the inheritance initiated matters....
21 Jul My brother died. Will the inheritance tax be due?
New Jersey has an inheritance tax for certain classes of beneficiaries....
29 Jun We inherited a retirement account. Is the inheritance tax due?
The inheritance tax is based on the relationship between the deceased and the heir....
08 Jun We inherited a rental home. How should we title it?
Certain titling strategies can offer protections for owners. ...
05 May How can you protect a money gift from a spendthrift’s bad habits?
Using a trust can add conditions to money gifts, but not without complication. ...
10 Apr Can I avoid N.J. tax on this investment home sale?
If you have an investment property, there's a way to put your tax bill on hold....
06 Apr Do I have to pay inheritance tax to N.J.?
The inheritance tax is determined by the relationship of the heir to the deceased....
28 Mar What do I owe in tax on this inheritance from my mom?
The inheritance tax is based on your relationship to the person who died....
10 Mar I inherited $200K in stocks. Should I sell them?
If you inherit money, make sure it's invested for your goals....