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Help with Family, Finances
and the future
Help with Family, Finances
and the Future
Losing a family member is difficult, and dealing with the aftermath can be even more intense, especially when handling their will. If you're a beneficiary and suspect something isn’t right, you might feel overwhelmed and unsure about your next steps. The good news is...
Recent IRS regulations direct that if you inherited an IRA or 401(k) from someone who died in 2020 or after, and the decedent died after age 72, you (the beneficiary) must start taking Required Minimum Distributions (“RMDs”) right away! When the inherited IRA rules...
As you create your estate plan, you may decide to simply leave money directly to your own children. Your heirs are old enough to know how to use this money properly and you don't really want to have any control over it. You're just hoping to give them an inheritance...
You love your children, and you want to know that they’re secure in life even when you’re no longer here to help them. You have a considerable amount of wealth you can pass on -- but should you? From investors like Warren Buffet to celebrities like Daniel Craig and...
Many New Jersey residents know that their family members may end up arguing about their inheritance. Even if each inheritance is equal in value, those who are receiving them may not think so. One way to limit -- or eliminate -- those rivalries, is by being open about...
New Jersey's recognition of same-sex marriage has resulted in significant changes to the rights of same-sex couples. Married same-sex couples now have the same rights as all married couples. As a result, there are changes with retirement benefits and Individual...
To marry, or not to marry? While the obvious answer can usually be found in one's heart, many couples also look to the pros and cons of marriage- in terms of things like healthcare benefits, retirement benefits and tax implications. Until recently, however, many of...
Scientific advances in the area of conception have allowed numerous couples here in New Jersey and around the country to have a child when they could not conceive one naturally. Technology also allows men and women to freeze either their sperm or eggs for future...
It may not take New Jersey residents much imagination to believe that Walt Disney left behind a sizable estate. The children of Disney's deceased daughter were left an inheritance. However, one of Disney's grandchildren has yet to receive any of the money set aside...
These days, many New Jersey residents have active online lives. Facebook pages, iTunes accounts and other online accounts require some estate planning in order to be dealt with accurately after a person's death. Without some advance planning, surviving family members...