Estate Planning

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...

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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...

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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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