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27 Dec What’s the cost basis for an inherited brokerage account?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Taxes

The value on the date of death is what's important here....

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25 Jun How inherited assets count on the FAFSA

Posted at 11:12h in Ask NJMoneyHelp, College

A child who has lost parents may lose out on financial aid. ...

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27 Oct Help for a disinherited grandchild

Posted at 06:06h in Ask NJMoneyHelp, Estate Planning

You can't exactly give away an executor fee. ...

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03 Mar Tax differences with gifted or inherited stock

Posted at 11:37h in Ask NJMoneyHelp, Estate Planning, Taxes

It makes a big tax difference if you gift stock when you're alive or after you're dead ...

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26 Aug What to know about inherited stocks

Posted at 12:24h in Ask NJMoneyHelp, Estate Planning, Retirement

Inherited investments offer tax advantages to beneficiaries...

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03 Feb How to sell inherited stock

Posted at 14:55h in Ask NJMoneyHelp, Retirement, Taxes

A checklist to consider before selling inherited stock...

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