Estate Planning

14 Nov How can I give a money gift in secret?

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

There are several options if you want to give anonymously. ...

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12 Nov Mom has dementia. Can I get paid to take care of her?

Posted at 11:06h in Ask NJMoneyHelp, Estate Planning

Medicaid will be watching if you take payments as a caregiver. ...

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12 Nov What happens to a reverse mortgage with Medicaid?

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

Medicaid will consider all assets and try to recover funds when someone dies. ...

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05 Nov What taxes are due on an inherited IRA?

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

The beneficiaries will pay taxes based on the state in which they live. ...

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05 Nov Should a bank be the executor of my will?

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

There are pros and cons to having a professional as an executor. ...

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01 Nov Will the IRS audit our family limited partnership?

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

This wealth transfer strategy is looked upon closely by the IRS. ...

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31 Oct How can I avoid the inheritance tax for step-grandchildren?

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

New Jersey's inheritance tax is based on the deceased's relationship to the beneficiary. ...

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29 Oct Can Medicaid take this life insurance policy?

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

Medicaid can be owed items from a person's estate after the person dies. ...

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