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As seen in NJMoneyHelp.com/NJ.com, August 29, 2018 Q. My parents say I’m the executor of their wills, but they refuse to give me a copy. I don’t want to be nosy but I’m worried about what happens when they die if I don’t have a copy. How can I convince them? […]
Einhorn Barbarito Attorney Dennis M. Haase to present at New Jersey Institute for Continuing Legal Education (NJICLE) 79th Semi-Annual Tax and Estate Planning Forum on “The Skillful Allocation of Capital Gains to Trust Beneficiaries on Schedule K-1 of Form 1041.” The program will take place on Wednesday, June 13, 2018 […]
Q. My parents are in retirement age. They are insisting on transferring their assets to be under my and my sibling’s name to ensure that nothing is taxed after they pass away. They have a primary home, an investment property and some cash savings accounts, all totaled under $1 million. […]
Q. What are the rules for an inherited Roth IRA? A. “It all depends on who the beneficiary is,” said Gary R. Botwinick, chair of the Taxation/Trusts & Estates department at Einhorn Barbarito, “because there are different rules for distributions when the beneficiary is a spouse or a child or a […]
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