Estate Planning

13 Jan Can son remain in 55-and-over community after parent dies?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Real Estate

Despite what a will says, the by-laws of an adult community may reign. ...

Read More

08 Jan What’s the best way to give money to my adult children?

Posted at 06:01h in Ask NJMoneyHelp, Estate Planning, Retirement

Be aware of gifting rules before you give away your money. ...

Read More

06 Jan Bonds have the wrong Social Security number. What now?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Retirement, Taxes

Bond owners and beneficiaries have an easy fix when a Social is incorrect. ...

Read More

20 Dec Can I avoid the inheritance tax for nieces and nephews?

Posted at 06:06h in Ask NJMoneyHelp, Estate Planning

New Jersey inheritance tax will be imposed by certain relatives. ...

Read More

18 Dec How can I make sure my husband gets this inheritance?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Retirement

If you're planning for retirement with a spouse, a trust's terms can mess up your plans. ...

Read More

16 Dec Who gets the proceeds from this life insurance policy?

Posted at 06:06h in Ask NJMoneyHelp, Estate Planning, Insurance

Here's why your beneficiary designations are so important. ...

Read More

11 Dec Will I get the Senior Freeze if I have a life estate for my home?

Posted at 06:06h in Ask NJMoneyHelp, Estate Planning, Real Estate, Taxes

The Senior Freeze is based, in part, on who is the property owner. ...

Read More

05 Dec Will a joint savings account be considered a gift?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

The IRS has very specific ways to look at funds in a non-spouse joint account....

Read More