Estate Planning

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. ...

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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. ...

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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. ...

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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....

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13 Jan Sending your Required Minimum Distribution (RMD) directly to charity

Posted at 11:22h in Ask NJMoneyHelp, Estate Planning, Retirement

You may be able to save tax dollars by donating your Required Minimum Distribution (RMD) directly to charity. ...

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08 Jan Gifting assets to lower estate tax burden

Posted at 12:22h in Ask NJMoneyHelp, Estate Planning

Gifting money before you die can be a great way to lower estate taxes, but the move isn't without consequences. ...

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06 Jan Use a team of experts to create your estate plan

Posted at 11:51h in Ask NJMoneyHelp, Estate Planning

When you're planning for estate taxes, you'll benefit from a team of money pros. ...

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05 Jan My mom died and I’m managing her estate. Now what?

Posted at 18:47h in Ask NJMoneyHelp, Estate Planning

If you're the executor of an estate, you need to understand estate and inheritance tax rules....

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