As published by NJ.com By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My father’s home in Florida was sold under an irrevocable trust, of which I am one of four beneficiaries. What federal and New Jersey taxes will apply? I have received a federal 1099 for the amount of […]
On December 8, 2020, Gary R. Botwinick, will be presenting at the New York State Society of CPAs “Trust and Estate/Family Office Conference Webcast Part 1.” Gary will be presenting a seminar titled, “Till Death Do Us Part, Unless I Need To Sue Your Estate,” including panelist Gretchen Beall Schumann, […]
Announcements , News , Speaking Engagements
“Don’t Run Out of Money” host and financial planner David Seibel interviewed Gary Botwinick on RVNTV in September 2020 about the estate planning process, including preparing wills and trusts, and coordinating non-probate assets such as a 401ks, IRAs and life insurance, which pass by beneficiary designations, as well as planning […]
As published by NJMoneyHelp.com. Q. Is it considered legal to use a Qualified Charitable Distribution (QCD) from an IRA to pay your annual church dues? I know someone who says she does this annually but I wondered if it is legal in the eyes of the law? — Curious A. […]
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