13 Aug My friend added my name to an account. Are taxes due?

Posted at 11:23h in Ask NJMoneyHelp, Taxes

Gift tax isn't due unless you surpass the federal exclusion amount. ...

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14 Oct Senior asks if her joint account is safe

Posted at 06:09h in Ask NJMoneyHelp, Estate Planning

Understanding joint accounts when you need money help. ...

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14 Sep Helping parents with joint bank accounts

Posted at 10:51h in Ask NJMoneyHelp, Credit, Estate Planning

Why a joint bank account may not be the best option. ...

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19 Jul Debts can put a joint account at risk

Posted at 10:44h in Ask NJMoneyHelp, Credit, Estate Planning

Creditors can go after joint accounts even if the money isn't yours....

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16 Jun When banks won’t take legal documents

Posted at 10:24h in Ask NJMoneyHelp, Estate Planning

Financial institutions don't make it easy when someone has dementia. ...

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23 Jun When a joint account isn’t needed anymore

Posted at 11:40h in Ask NJMoneyHelp, Credit

The risks and benefits of a joint bank account...

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