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11 Jan Will a living trust help with probate and inheritance taxes?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

There are many estate planning tools that can help with planning inheritances. ...

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05 Oct I think my mother left a retirement account to me. How can I find out?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

Retirement accounts pass by beneficiary designation and not under a will,...

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05 Jun My mom died and my stepfather kept everything. Is that right?

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

Here's how you can learn if someone had a will. ...

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05 May How can I be sure the inheritance tax is paid when I die?

Posted at 06:01h in Ask NJMoneyHelp, Estate Planning, Taxes

The inheritance tax is based on your relationship to the beneficiary....

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19 Mar How will my assets go to my adult children when I die?

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

Talk to an estate planning attorney so your assets are distributed as you plan. ...

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21 Feb How do we add our sons’ names to our home’s deed?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

There may be unintended consequences when you add other names to your home's deed. ...

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19 Feb My mom’s husband hasn’t probated her will. Now what?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

As a beneficiary, you have rights after someone dies. ...

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06 Jun How can we avoid probate for this account?

Posted at 09:58h in Ask NJMoneyHelp, Estate Planning

Not every asset is subject to probate. ...

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08 Oct How widow can handle a small estate

Posted at 11:04h in Ask NJMoneyHelp, Estate Planning, Taxes

How to transfer assets after a spouse's death. ...

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24 Sep Will my estate plan avoid probate?

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

Beneficiary designations are important, but they're not everything. ...

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