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.... Read More
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. ... Read More
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. ... Read More
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 ... Read More
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... Read More
03 Feb How to sell inherited stock Posted at 14:55h in Ask NJMoneyHelp, Retirement, Taxes A checklist to consider before selling inherited stock... Read More