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 […]
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. […]
As published by NJ.com, August, 18, 2020 By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. What can I do if the executors and trustees are uncooperative, non-communicative, and hostile? A. Executors and trustees are fiduciaries. A fiduciary is defined in Black’s Law Dictionary as “a person having duties involving […]
As published in Forbes, July 14, 2020 By Cheryl Winokur Munk Managing digital assets in life – and protecting them after you’re gone – is increasingly complex, and a growing number of providers offers a solution. You should also be comfortable with the provider’s security features and the steps the […]
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