12 May What to do with a $5 million estate

Posted at 12:26h in Ask NJMoneyHelp, Estate Planning

Plan for your assets before it's too late. ...

Read More

07 May Roth conversion strategies for your estate

Posted at 11:15h in Ask NJMoneyHelp, Estate Planning, Retirement

The tax-free status of a Roth IRA makes it a great estate planning tool. ...

Read More

01 May Your second marriage and your assets

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

Before you tie the knot, you and your spouse should talk money....

Read More

21 Apr When a special needs trust makes sense

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

How a trust can help maximize government benefits....

Read More

02 Apr Tracking down a possible inheritance

Posted at 10:32h in Ask NJMoneyHelp, Estate Planning

You can track down information about a person's estate by contacting the courts....

Read More

31 Mar Avoiding a fight over my money when I’m dead

Posted at 12:21h in Ask NJMoneyHelp, Estate Planning

When you want an equal distribution of your assets, you need to be proactive. ...

Read More

30 Mar Pros and cons of adding a child to your home’s deed

Posted at 13:00h in Ask NJMoneyHelp, Estate Planning

Before adding someone to a deed, consider gift taxes, estate taxes and Medicaid. ...

Read More

10 Mar Long-term planning for a disabled child

Posted at 15:29h in Ask NJMoneyHelp, Estate Planning

You can use a trust help care for a disabled or special needs child when you're gone. ...

Read More

03 Mar Leaving your estate to a baby

Posted at 12:48h in Ask NJMoneyHelp, Estate Planning

You can leave your estate to a baby, but be sure to do it the right way. ...

Read More

02 Mar Tax-smart gifting to a grandchild

Posted at 14:49h in Ask NJMoneyHelp, Estate Planning, Taxes

How you gift assets -- and which assets you gift -- will have differing tax consequences....

Read More