Estate Planning

01 Mar What taxes apply when someone dies?

Posted at 12:02h in Ask NJMoneyHelp, Estate Planning

The size of the estate and the beneficiary's relationship to the deceased are what matters. ...

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26 Feb Protecting inheritance from sister’s husband

Posted at 11:44h in Ask NJMoneyHelp, Estate Planning

Trusts can help make sure an inheritance goes to the intended beneficiary. ...

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24 Feb Selling a family home to save taxes

Posted at 11:23h in Ask NJMoneyHelp, Estate Planning, Real Estate, Retirement

Considering the sale of a family home to move to a lower tax state. ...

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12 Feb When an estate planning attorney can help

Posted at 11:58h in Ask NJMoneyHelp, Estate Planning

If you wait until a death to consult with an estate attorney, it may be too late. ...

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10 Feb One way to save on NJ estate taxes

Posted at 11:41h in Ask NJMoneyHelp, Estate Planning

Your heirs may save on estate taxes if you re-title some assets. ...

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01 Feb You can’t take it with you

Posted at 13:13h in Ask NJMoneyHelp, Estate Planning

Understand how portability can help a married couple save on estate taxes. ...

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26 Jan Who will manage your affairs?

Posted at 13:14h in Ask NJMoneyHelp, Estate Planning

How to plan ahead in case you're ever incapacitated. ...

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25 Jan How to leave money to grandkids

Posted at 12:03h in Ask NJMoneyHelp, College, Estate Planning

Before you give to your grandchildren, consider the consequences for financial aid. ...

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