05 Oct Leaving a Roth IRA to younger folks

Posted at 11:57h in Ask NJMoneyHelp, Estate Planning, Retirement

How to allocate assets you plan to leave to your children....

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28 Sep Making the most of gifting rules

Posted at 10:55h in Ask NJMoneyHelp, Estate Planning

Understand the rules before you gift assets to family or charity....

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24 Sep Preparing for a loved one’s death

Posted at 11:29h in Ask NJMoneyHelp, Estate Planning

It's important to plan ahead to make sure your wishes are known...

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15 Sep How to leave wealth to grandchildren

Posted at 10:05h in Ask NJMoneyHelp, Estate Planning, Insurance

The pros and cons of investing or buying insurance for grandchild's inheritance....

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14 Sep Can I protect my brother’s trust?

Posted at 06:29h in Ask NJMoneyHelp, Estate Planning

The language of a trust will determine its protections. ...

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27 Aug Protecting an inheritance from the IRS

Posted at 11:46h in Ask NJMoneyHelp, Credit, Estate Planning, Taxes

The IRS has a long reach with it comes to uncollected tax debt....

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26 Aug What to know about inherited stocks

Posted at 12:24h in Ask NJMoneyHelp, Estate Planning, Retirement

Inherited investments offer tax advantages to beneficiaries...

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25 Aug How do gift taxes work?

Posted at 13:49h in Ask NJMoneyHelp, Estate Planning

Understanding gift taxes and how they fit into your estate plan...

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18 Aug My parents spend too much money!

Posted at 11:39h in Ask NJMoneyHelp, Estate Planning

How you can help if you think elderly parents can't manage their affairs...

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17 Aug Parents want to give home to their kids

Posted at 10:51h in Ask NJMoneyHelp, Estate Planning

Transferring property isn't as simple as it seems...

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