25 Oct Do I need to file a gift tax return for these gifts?
The IRS permits certain gifts to be given without a tax return filing. ...
18 Oct We’re giving our house to our son. Will this strategy work?
The idea of using gifting strategies to transfer a home to an heir. ...
17 Oct Can I change the executor of my will without a lawyer?
Even if you can do it yourself, hiring an attorney is the smarter choice. ...
16 Oct Should we get a trust to protect our kids’ inheritance?
A trust can give you some control of how your money is distributed. ...
15 Oct What should I do if Stretch IRAs are eliminated?
Here's how to plan for your heirs if Congress changes inherited IRA laws. ...
14 Oct Does my dad need to pay money for a new will?
You could be in for trouble if your will isn't specific enough. ...
10 Oct My parents died. How can I set the executor fee?
In New Jersey, the fee is set by statute. ...
08 Oct How can I protect my sick dad’s money from scammers?
Getting guardianship over an elderly parent can protect their assets. ...
08 Oct Should I gift money to my kids now or wait to save taxes?
You should take your total financial plan into account before you decide. ...
02 Oct Can I buy my brothers out of my father’s home after he died?
You must follow estate planning documents before you make any moves. ...