01 Nov Will the IRS audit our family limited partnership?
This wealth transfer strategy is looked upon closely by the IRS. ...
Estate Planning
31 Oct How can I avoid the inheritance tax for step-grandchildren?
New Jersey's inheritance tax is based on the deceased's relationship to the beneficiary. ...
29 Oct Can Medicaid take this life insurance policy?
Medicaid can be owed items from a person's estate after the person dies. ...
28 Oct What’s the smartest way to gift my home?
There are several gifting strategies to consider before making a move. ...
25 Oct Do I need to file a gift tax return for these gifts?
The IRS permits certain gifts to be given without a tax return filing. ...
18 Oct We’re giving our house to our son. Will this strategy work?
The idea of using gifting strategies to transfer a home to an heir. ...
17 Oct Can I change the executor of my will without a lawyer?
Even if you can do it yourself, hiring an attorney is the smarter choice. ...
16 Oct Should we get a trust to protect our kids’ inheritance?
A trust can give you some control of how your money is distributed. ...