Estate Planning

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

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. ...

Read More

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....

Read More

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....

Read More

02 Apr Tracking down a possible inheritance

Posted at 10:32h in Ask NJMoneyHelp, Estate Planning

You can track down information about a person's estate by contacting the courts....

Read More