Estate Planning

10 Mar Long-term planning for a disabled child

Posted at 15:29h in Ask NJMoneyHelp, Estate Planning

You can use a trust help care for a disabled or special needs child when you're gone. ...

Read More

03 Mar Leaving your estate to a baby

Posted at 12:48h in Ask NJMoneyHelp, Estate Planning

You can leave your estate to a baby, but be sure to do it the right way. ...

Read More

02 Mar Tax-smart gifting to a grandchild

Posted at 14:49h in Ask NJMoneyHelp, Estate Planning, Taxes

How you gift assets -- and which assets you gift -- will have differing tax consequences....

Read More

13 Feb When a spouse won’t discuss estate planning

Posted at 20:31h in Ask NJMoneyHelp, Estate Planning

Without proper estate planning, your assets may not go where you want them to go upon your death. ...

Read More

02 Feb How to get Dad’s permission to help with his finances, and the needed legal docs

Posted at 13:33h in Ask NJMoneyHelp, Estate Planning

Broaching the topic of estate planning with elderly loved ones. ...

Read More

28 Jan Using a donor advised fund for charitable giving

Posted at 13:22h in Ask NJMoneyHelp, Estate Planning, Taxes

A donor advised fund can be a great way to give to charity and help your tax and estate planning. ...

Read More

20 Jan Avoiding red flags when you donate stuff to charity

Posted at 12:56h in Ask NJMoneyHelp, Estate Planning, Taxes

Before you take a deduction for donating household goods, be sure to follow IRS guidelines. ...

Read More

13 Jan Squabble between sisters brewing over sale of inherited home

Posted at 11:48h in Ask NJMoneyHelp, Estate Planning, Real Estate

Sisters with different goals inherit a home....

Read More