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....

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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. ...

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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. ...

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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. ...

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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. ...

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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. ...

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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....

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26 Oct Protection from NJ’s estate tax

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

There are strategies to protect an estate from New Jersey's estate tax....

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21 Oct My parents don’t like my husband

Posted at 10:25h in Ask NJMoneyHelp, Estate Planning

Parents can use a trust to shield assets from a son- or daughter-in-law....

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19 Oct When and how to help aging parents

Posted at 13:05h in Ask NJMoneyHelp, Estate Planning

Helping elderly parents who don't want help is a delicate situation. ...

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