01 Nov Will the IRS audit our family limited partnership?
This wealth transfer strategy is looked upon closely by the IRS. ...
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. ...
31 Oct Do I have to take RMDs if I’m still working?
Once you hit 70 1/2, you have to take distributions from your IRA. ...
30 Oct Can I get survivor benefits if we never married?
In New Jersey, without a formal arrangement, you lose eligibility for many benefits. ...
30 Oct Is it true you can’t work and get disability?
Here's how the rules work for disability through Social Security. ...
29 Oct Can Medicaid take this life insurance policy?
Medicaid can be owed items from a person's estate after the person dies. ...
29 Oct Can my property qualify as a farm for tax purposes?
You can get a big tax break if your property is a farm. ...
28 Oct I’m 70. Am I too old to save in a traditional IRA?
Traditional IRAs have an age limit, but there's always the Roth IRA instead. ...
28 Oct What’s the smartest way to gift my home?
There are several gifting strategies to consider before making a move. ...
25 Oct I’m getting a divorce. Can my wife go on Medicaid?
You must keep insurances in force as you negotiate a divorce settlement. ...