06 Nov Spending assets before Medicaid kicks in
A look at paying for long-term care without insurance. ...
02 Nov Mom needs long-term care. What to do?
How Medicaid looks at assets when you need long-term care. ...
31 Oct Lessons in probate and executor duties
A look at what an executor needs to do before distributing assets. ...
30 Oct What to do with inherited savings bonds
Beneficiaries have several options for savings bonds. ...
25 Oct Beneficiary designation – specific or not?
It's important to make sure your beneficiary designations are accurate....
20 Oct Last minute help to avoid estate tax
Strategies to avoid the New Jersey estate tax....
18 Oct When you gift over the annual limit
Understanding gift tax rules and tax consequences. ...
11 Oct When your older parent refuses help
How to approach older parents about their financial affairs....
09 Oct Will new governor dump inheritance tax?
Could there be changes to the inheritance tax? Not likely. ...
05 Oct Gift tax consequences for you and your heirs
Understanding how taxes work when you gift assets. ...