12 May Who pays tax on income in a special needs trust?

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

It all depends on how the trust was funded....

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12 Jan Can a special needs trust save me taxes on retirement funds?

Posted at 05:01h in Ask NJMoneyHelp, Taxes

There are few opportunities to save on taxes on IRA distributions....

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10 Dec How does the inheritance tax work when there is a trust?

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

Rules for inherited IRAs changed significantly with the SECURE Act. ...

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11 Sep This trust was supposed to protect money. Was it a mistake?

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

State law needs to be considered when developing an estate plan. ...

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15 May A special needs trust beneficiary died. What taxes are due?

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

It depends on how the special needs trust was established and funded. ...

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11 Mar Can a special needs trust avoid SECURE Act rules?

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

There are exceptions to the SECURE Act, which forces inherited IRA liquidation in 10 years. ...

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23 Nov Can I put my inherited IRA into a trust?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Watch the rules. Uncle Sam wants his taxes. ...

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09 May Planning for a special needs child

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

Trying to provide long-term for a special needs child. ...

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29 Nov Understanding a special needs trust

Posted at 11:36h in Ask NJMoneyHelp, Estate Planning

Trusts can provide for loves ones after you're gone. ...

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07 Jul Choosing a living trust vs. a will

Posted at 11:03h in Ask NJMoneyHelp, Estate Planning

Understand estate planning documents while you can still make needed changes. ...

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