13 Jan Sending your Required Minimum Distribution (RMD) directly to charity
You may be able to save tax dollars by donating your Required Minimum Distribution (RMD) directly to charity. ...
Estate Planning
08 Jan Gifting assets to lower estate tax burden
Gifting money before you die can be a great way to lower estate taxes, but the move isn't without consequences. ...
06 Jan Use a team of experts to create your estate plan
When you're planning for estate taxes, you'll benefit from a team of money pros. ...
05 Jan My mom died and I’m managing her estate. Now what?
If you're the executor of an estate, you need to understand estate and inheritance tax rules....
18 Dec When your late spouse’s ex is a named beneficiary
Why it's important to update your beneficiary designations if you're ever divorced. ...
04 Dec New Jersey is an expensive place to die
New Jersey is an expensive place to die....
01 Dec Minimizing estate taxes when you have non-child heirs
Your relationship to your heirs will determine the taxes that are due for your estate. ...
25 Nov Can I take an executor fee for managing my relative’s estate?
Executor duties can be very time consuming, and you can be paid for your efforts. ...