Estate Planning

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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28 Oct What’s the smartest way to gift my home?

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

There are several gifting strategies to consider before making a move. ...

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25 Oct Do I need to file a gift tax return for these gifts?

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

The IRS permits certain gifts to be given without a tax return filing. ...

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18 Oct We’re giving our house to our son. Will this strategy work?

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

The idea of using gifting strategies to transfer a home to an heir. ...

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17 Oct Can I change the executor of my will without a lawyer?

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

Even if you can do it yourself, hiring an attorney is the smarter choice. ...

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