Estate Planning

25 Jul How to fight banks on power of attorney

Posted at 11:25h in Ask NJMoneyHelp, Estate Planning

What to do when a bank won't accept a valid power of attorney document. ...

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19 Jul Debts can put a joint account at risk

Posted at 10:44h in Ask NJMoneyHelp, Credit, Estate Planning

Creditors can go after joint accounts even if the money isn't yours....

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15 Jul Tax advantages if you care for elderly parent

Posted at 10:38h in Ask NJMoneyHelp, Estate Planning, Taxes

How an elderly parent can qualify as a dependent for tax purposes. ...

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14 Jul Grandma wants to gift money for college

Posted at 10:26h in Ask NJMoneyHelp, College, Estate Planning

Gifts can impact financial aid for college. ...

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07 Jul Choosing a living trust vs. a will

Posted at 11:03h in Ask NJMoneyHelp, Estate Planning

Understand estate planning documents while you can still make needed changes. ...

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05 Jul Does an executor need to be in NJ?

Posted at 10:54h in Ask NJMoneyHelp, Estate Planning

How your executor's location may matter when it comes to handling your affairs....

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01 Jul Special accounts for the disabled

Posted at 10:20h in Ask NJMoneyHelp, Estate Planning, Taxes

The ABLE Act can help you save for a disabled loved one. ...

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28 Jun Ideas for gifting money to charity

Posted at 11:09h in Ask NJMoneyHelp, Estate Planning

Craft donations to benefit both you and your favorite charity....

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