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. ...

Read More

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. ...

Read More

19 Jan Do we need more than one 529 plan?

Posted at 12:13h in Ask NJMoneyHelp, College

There are advantages to having separate 529 plans for your kids. ...

Read More

08 Jan Does a new baby mean I need a new will?

Posted at 11:20h in Ask NJMoneyHelp, Estate Planning

Review your estate planning when a new child is born. ...

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

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

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...

Read More

13 Jul I don’t want my husband to get everything

Posted at 11:58h in Ask NJMoneyHelp, Estate Planning

If you're not specific, the law will decide who gets your assets...

Read More

01 Jun I saved too much for college. Now what?

Posted at 15:52h in Ask NJMoneyHelp, College

Your options for extra money in a 529 Plan...

Read More