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....
07 Mar How can I protect inheritances from SECURE Act withdrawals?
The SECURE Act eliminated the ability to make inherited IRAs last a lifetime....
02 Mar Is an inheritance tax due when a 401(k) is inherited?
The relationship between the beneficiary and the deceased determines the tax....
01 Mar Can I stop my husband and 3 children from getting an inheritance?
Meeting an estate planning attorney can ensure your wishes are followed....
21 Feb I inherited a house from my aunt. What inheritance tax is due?
The inheritance tax is based on your relationship to the deceased....
08 Feb I’m getting an inheritance. Should I keep saving for retirement?
How much you plan to spend in retirement is an essential factor....