05 Apr Can my wife access my trust?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

How to make sure your spouse is provided for upon your death....

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18 Jan Could the inheritance tax be eliminated?

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

The inheritance tax depends on the relationship to the beneficiary. ...

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23 Dec Leftover 529 plan money – what to do?

Posted at 06:01h in Ask NJMoneyHelp, College

Options for 529 plan money that your student didn't need. ...

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02 Dec Changes for the inheritance tax?

Posted at 06:08h in Ask NJMoneyHelp, Estate Planning

There's not much you can do to avoid the inheritance tax. ...

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01 Dec Can illegal immigrants receive an inheritance?

Posted at 11:22h in Ask NJMoneyHelp, Estate Planning

Does legal status mean anything for an estate plan?...

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18 Nov Help with surprise college savings

Posted at 06:08h in Ask NJMoneyHelp, College

Why planning is better than a surprise for college. ...

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28 Apr Is life insurance is taxed when you die?

Posted at 10:09h in Ask NJMoneyHelp, Insurance, Taxes

The owner and the beneficiary of a life insurance policy can make a taxing difference. ...

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29 Mar Options for extra 529 plan college savings

Posted at 06:02h in Ask NJMoneyHelp, College

What to do with 529 plan money if you oversaved. ...

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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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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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