Estate Planning

15 Jul Changes for dad’s living trust

Posted at 11:35h in Ask NJMoneyHelp, Estate Planning

Watch for specific language in estate planning documents...

Read More

13 Jul I don’t want my husband to get everything

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

If you're not specific, the law will decide who gets your assets...

Read More

02 Jul Giving to charity when you die

Posted at 12:53h in Ask NJMoneyHelp, Estate Planning

Your options for charitable giving upon your death...

Read More

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...

Read More

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...

Read More

03 Jun Protecting an inheritance from taxes

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

Understanding inheritance and estate taxes in New Jersey...

Read More

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 ...

Read More

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. ...

Read More