Estate Planning

18 May Benefits of a Family Limited Partnership

Posted at 10:31h in Ask NJMoneyHelp, Estate Planning, Retirement

A Family Limited Partnership is a strategy to share wealth with your family. ...

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06 May Florida to NJ? A costly estate move

Posted at 10:24h in Ask NJMoneyHelp, Estate Planning

Moving from Florida to New Jersey will cost your estate significant taxes. ...

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05 May Planning for spendthrift children

Posted at 10:05h in Ask NJMoneyHelp, Estate Planning

You can use trusts to make sure your children don't waste an inheritance. ...

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04 May What to do with inherited stocks

Posted at 10:06h in Ask NJMoneyHelp, Estate Planning, Retirement

It usually doesn't make sense to keep inherited investments. ...

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07 Apr Mom doesn’t have a will

Posted at 10:47h in Ask NJMoneyHelp, Estate Planning

How to help a parent create needed estate planning documents. ...

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05 Apr Honesty, cash and the estate tax

Posted at 10:10h in Ask NJMoneyHelp, Estate Planning

You must report all cash assets on an estate tax return. ...

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29 Mar A second marriage and an inheritance

Posted at 06:16h in Ask NJMoneyHelp, Estate Planning

What to expect from a parent's estate after they die. ...

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24 Mar When a trust tax return isn’t filed

Posted at 09:52h in Ask NJMoneyHelp, Estate Planning, Taxes

Getting back on track after being remiss with trust tax returns. ...

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