Andrew Novick, CFP, JD is periodically interviewed by NJMoneyHelp on financial planning topics.  Here is a list of his articles:

• My sister wants to borrow money. What should I do? -Pitfalls of lending money to friend/family (May 15, 2023).
• What does an executor have to include in a list of an estate’s assets? – Beneficiaries are entitled to request certain information but the level of details varies depending on what they are inheriting (Mar. 1, 2023).
• I want to invest more. What should I do in today’s stock market? – Should a new investor start investing while the market is bad or just keep funds in the bank? (Nov. 2, 2022).
• How to break executor log jam? – What to do when a co-executor who is also an estate beneficiary feels the Will is unfair and refuses to take action (Aug. 15, 2022).
• My inherited IRA is raising my tax bill. What can I do? – What are the options for taking distributions out of an Inherited IRA (May 30, 2022).
• Can my dad cut me out of an inheritance? – Can my dad cut me out of an inheritance? Probably because not everyone is entitled to an inheritance, no matter what promise was made (Jan. 5, 2022).
• My sister lived in N.J. Do I owe tax on her inheritance to me? – Income taxes are generally due on income in your state of residence while estate/inheritances taxes are based on the deceased’s state of residence (June 16, 2021).
• How can we avoid probate and avoid taxes for our children? – Joint accounts, POD accounts, and living trusts are some ways to avoid probate but should be used in a way that coordinates with your overall estate planning goals (Mar. 24, 2021)
• Does my mother have to pay my stepfather’s debts after he died? – Generally ‘no’, but it depends on the type of debt, whether your mother co-signed the loan, and how assets were owned when he died. (Mar. 15, 2021).
• Will sale of inherited home cause a tax liability? – How is the sale of a home inherited via life estate deed tax? (Dec. 31, 2020).
• Trust as heir to estate or IRA beneficiary? – Explains how the NJ inheritance tax works when estate assets are left to a trust and how trust-owned Inherited IRA distributions are taxed (Dec. 14, 2020).
• My brother died of COVID-19. Does ex-wife get an inheritance? – Ex-spouses are typically not entitled to an inheritance (Aug. 4, 2020)
• Surviving husband hasn’t probated Will. Now what?  – What to do if the executor never probates the Will and isn’t following the terms of the Will either (Feb. 19, 2020).
• Will a joint savings account be considered a gift? – Converting an individual account to a joint account is not a gift until the joint account holder withdraws funds (Dec. 5, 2019).
• Will the IRS know if I gift money to my grandchildren? – Most people won’t owe federal gift tax or inheritance so it’s best to follow the self-reporting rules (Oct. 1, 2019).
• Sisters owe NJ Inheritance Tax – Sisters owning home jointly unlikely to avoid NJ inheritance Tax (June 19, 2019).
• Trying to avoid a fight over an inheritance – Mom worried sons may contest her Will if she leaves her house to daughter (May 3, 2019).
• My father refuses to create an estate plan – Dad wants to keep $1 mil net worth secret – what should he do? (Feb. 28, 2019).
• Who should get inheritance from second marriage? – Planning tips in 2nd-marriage situations when there are children from a prior relationship (Sept. 6, 2018).
• Why it matters what assets you leave to heirs – Why leaving separate assets to each heir can cause problems (July 3, 2018).
• Who pays inheritance tax on annuity? – The amount of tax is based on the asset’s value and your relationship to the deceased, but who pays depends on the Will (May 14, 2018).
• Why seniors shouldn’t put assets in kids’ names – If being done for convenience, it is often better to use a power of attorney (May 7, 2018).
• Should we get long-term care insurance? – For all but the extremely wealthy, LTCI is the best solution (Jan. 12, 2018).
• Are taxes owed on gift from in-laws? – Understanding the taxation of gifts and consequences to your estate (Dec. 5, 2017).
• Need a paycheck? Dissecting annuities – Why an annuity inside an IRA isn’t a great idea (Aug. 31, 2017).
• Was expensive college acceptance a mistake? – When you can’t afford your child’s dream college (June 12, 2017).
• Can my wife access my trust? – How to make sure your spouse is provided for upon your death (April 5, 2017).
• Should I stay or should I go? – Tax changes make N.J. more attractive than it used to be (Jan. 25, 2017).
• Trump, higher rates and your mortgage – Is now the time to refinance your mortgage? (Dec. 28, 2016).
• Inheritance for child of an illegal immigrant – Complications and solutions for this situation (Dec. 2, 2016).
• How sector funds fit in your portfolio – Could concentrated bets build wealth? (Oct. 19, 2016).
• Moving your money to an IRA – How to move funds from one account to an IRA (Sept. 7, 2016).
• Understanding power of attorney documents – How durable powers of attorney can make sure your wishes are followed (Aug. 22, 2016).
• Choosing a living trust vs. a will – Understand estate planning documents while you can still make needed changes (July 7, 2016).
• Caution! You may not get that inheritance – Inheritances are never a sure thing (May 18, 2016).
• A Roth conversion may be a mistake – Converting to a Roth is all about taxes and timing (April 22, 2016).
• Mom doesn’t have a will – How to help a parent create needed estate planning documents (April 7, 2016).
• Moving to avoid estate and inheritance tax – A rundown of how to learn about lower-tax states (March 15, 2016).
• What taxes apply when someone dies? – The size of the estate and the beneficiary’s relationship to the deceased are what matters (March 1, 2016).
• One way to save on NJ estate taxes – Your heirs may save on estate taxes if you re-title some assets (Feb. 10, 2016).
• Who will manage your affairs? – How to plan ahead in case you’re ever incapacitated (Jan. 26, 2016).
• Can unequal be fair in estate planning? – Estate planning tips if you want to leave different amounts to your adult children (Jan. 4, 2016).
• Planning for unmarried couples – Unmarried couples don’t receive the same protections as those who are married (Dec. 28, 2015).
• Can stealth estate planning work for sick mom? – You can’t help a parent with estate planning without getting the parent involved (Nov. 13, 2015).
• Grandma died without a will – State law takes over when someone dies without a will (Nov. 2, 2015).