28 Dec Planning for unmarried couples

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

Unmarried couples don't receive the same protections as those who are married. ...

Read More

09 Dec Giving up an inheritance

Posted at 11:31h in Ask NJMoneyHelp, Estate Planning

How you can -- and can't -- make sure someone else gets an inheritance meant for you. ...

Read More

03 Dec Death won’t stop an RMD

Posted at 11:53h in Ask NJMoneyHelp, Estate Planning, Retirement

What happens to an RMD when an IRA account holder dies. ...

Read More

01 Dec Being fair when helping adult kids with money

Posted at 12:06h in Ask NJMoneyHelp, Estate Planning, Retirement

Gifting when your kids have different money outlooks and responsibility levels....

Read More

20 Nov How a special needs trust can help

Posted at 11:09h in Ask NJMoneyHelp, Estate Planning

A special needs trust can offer financial help without jeopardizing government benefits. ...

Read More

19 Nov Dad is leaving me out of his will

Posted at 11:55h in Ask NJMoneyHelp, Estate Planning

Children don't have a right to an inheritance. ...

Read More

17 Nov Life insurance: Don’t count your chickens before they’re hatched

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

Don't assume you'll be the beneficiary of a life insurance policy. ...

Read More

13 Nov Can stealth estate planning work for sick mom?

Posted at 11:13h in Ask NJMoneyHelp, Estate Planning

You can't help a parent with estate planning without getting the parent involved. ...

Read More

10 Nov Helping older parents with their money

Posted at 11:59h in Ask NJMoneyHelp, Estate Planning

Strategies to talk to your parents about their finances. ...

Read More

02 Nov Grandma died without a will

Posted at 12:25h in Ask NJMoneyHelp, Estate Planning

State law takes over when someone dies without a will....

Read More