13 Jan Can son remain in 55-and-over community after parent dies?
Despite what a will says, the by-laws of an adult community may reign. ...
Estate Planning
08 Jan What’s the best way to give money to my adult children?
Be aware of gifting rules before you give away your money. ...
06 Jan Bonds have the wrong Social Security number. What now?
Bond owners and beneficiaries have an easy fix when a Social is incorrect. ...
20 Dec Can I avoid the inheritance tax for nieces and nephews?
New Jersey inheritance tax will be imposed by certain relatives. ...
18 Dec How can I make sure my husband gets this inheritance?
If you're planning for retirement with a spouse, a trust's terms can mess up your plans. ...
16 Dec Who gets the proceeds from this life insurance policy?
Here's why your beneficiary designations are so important. ...
11 Dec Will I get the Senior Freeze if I have a life estate for my home?
The Senior Freeze is based, in part, on who is the property owner. ...
05 Dec Will a joint savings account be considered a gift?
The IRS has very specific ways to look at funds in a non-spouse joint account....