15 Mar Moving to avoid estate and inheritance tax

Posted at 10:56h in Ask NJMoneyHelp, Estate Planning

A rundown of how to learn about lower-tax states. ...

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10 Mar Tax bill on gifted or inherited home

Posted at 12:18h in Ask NJMoneyHelp, Estate Planning, Real Estate, Taxes

To transfer a home to your heirs, how and when you do it impact the tax bill. ...

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03 Mar Tax differences with gifted or inherited stock

Posted at 11:37h in Ask NJMoneyHelp, Estate Planning, Taxes

It makes a big tax difference if you gift stock when you're alive or after you're dead ...

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01 Mar What taxes apply when someone dies?

Posted at 12:02h in Ask NJMoneyHelp, Estate Planning

The size of the estate and the beneficiary's relationship to the deceased are what matters. ...

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26 Feb Protecting inheritance from sister’s husband

Posted at 11:44h in Ask NJMoneyHelp, Estate Planning

Trusts can help make sure an inheritance goes to the intended beneficiary. ...

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24 Feb Selling a family home to save taxes

Posted at 11:23h in Ask NJMoneyHelp, Estate Planning, Real Estate, Retirement

Considering the sale of a family home to move to a lower tax state. ...

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12 Feb When an estate planning attorney can help

Posted at 11:58h in Ask NJMoneyHelp, Estate Planning

If you wait until a death to consult with an estate attorney, it may be too late. ...

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10 Feb One way to save on NJ estate taxes

Posted at 11:41h in Ask NJMoneyHelp, Estate Planning

Your heirs may save on estate taxes if you re-title some assets. ...

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01 Feb You can’t take it with you

Posted at 13:13h in Ask NJMoneyHelp, Estate Planning

Understand how portability can help a married couple save on estate taxes. ...

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26 Jan Who will manage your affairs?

Posted at 13:14h in Ask NJMoneyHelp, Estate Planning

How to plan ahead in case you're ever incapacitated. ...

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