06 Feb I’m a teacher. Is my retirement account subject to the inheritance tax?
Different assets may be taxed differently upon your death....
03 Feb How should we manage inheritances for kids with mental health challenges?
You can structure trusts and other documents to help your heirs....
11 Nov We haven’t received an inheritance. What does the executor have to do?
If the executor isn't taking responsibility, you can take action. ...
25 Aug Will my husband’s inheritance count as an asset when we divorce?
If an inheritance is comingled with joint funds, it could count....
09 Aug I’m fighting with my sibling about an inheritance. What can I do?
If you can't come to an agreement, a judge will decide....
27 May My mom wants to lower my brother’s inheritance. Do we need a trust?
Whether a trust is necessary depends on a person's goals and wishes. ...
27 Apr If I don’t live in N.J., do I owe tax on this inheritance?
You won't be taxed by both states on inherited funds. ...
21 Apr Do I owe taxes on this inheritance?
Several factors are considered in determining any tax liability. ...
04 Apr My son’s ex wants his inheritance. How can I protect it?
A trust may protect funds from judgments and creditors....
22 Feb Can I give my brother half of my inheritance?
It's important to check beneficiary designations so no errors are made....