11 Aug Should elderly parents move to avoid inheritance taxes?
The specifics of inheritance tax rules are different by state....
11 Aug I’ve lived in N.J. for a year. Can I get tax breaks?
There are several tax breaks for which residents may qualify....
10 Aug Will we owe taxes when we inherit POD accounts?
Inheritance taxes are levied based on the relationship between the deceased and the beneficiary....
10 Aug My wife died. Do I need changes to my will?
When you have a major life change, review your estate planning documents....
09 Aug I have trust issues, but should I hire a financial planner?
There are many ways a financial planner can help with your money....
09 Aug I’m getting an overseas inheritance. Will it be taxed?
The country where the inheritance initiated matters....
08 Aug We’re moving to Florida. Can we still get the Homestead Rebate?
The Homestead Rebate is no more for New Jersey homeowners....
08 Aug My term policy is ending. Should I extend the policy?
The first step is to decide how much insurance you need....
07 Aug How long do you have to live in N.J. to get ANCHOR?
The ANCHOR property tax benefit replaces the Homestead Rebate....
07 Aug Will adding my partner’s name to my deed trigger a gift tax?
It matters whose name is on the deed for your real estate....