Estate Planning

24 Jun Estate tax planning before you die

Posted at 12:27h in Ask NJMoneyHelp, Estate Planning

Don't make estate planning moves without considering unintended consequences...

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15 Jun Can I stop 401(k) savings because of an inheritance?

Posted at 16:48h in Ask NJMoneyHelp, Estate Planning, Retirement

While an inheritance is good news, you need a plan to maximize your opportunities...

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03 Jun Protecting an inheritance from taxes

Posted at 13:31h in Ask NJMoneyHelp, Estate Planning

Understanding inheritance and estate taxes in New Jersey...

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20 May Cutting a kid out of an inheritance

Posted at 16:21h in Ask NJMoneyHelp, Estate Planning

To cut someone out of your will, be proactive ...

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12 May What to do with a $5 million estate

Posted at 12:26h in Ask NJMoneyHelp, Estate Planning

Plan for your assets before it's too late. ...

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07 May Roth conversion strategies for your estate

Posted at 11:15h in Ask NJMoneyHelp, Estate Planning, Retirement

The tax-free status of a Roth IRA makes it a great estate planning tool. ...

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01 May Your second marriage and your assets

Posted at 10:56h in Ask NJMoneyHelp, Estate Planning

Before you tie the knot, you and your spouse should talk money....

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21 Apr When a special needs trust makes sense

Posted at 10:51h in Ask NJMoneyHelp, Estate Planning

How a trust can help maximize government benefits....

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