18 Dec How can I make sure my husband gets this inheritance? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Retirement If you're planning for retirement with a spouse, a trust's terms can mess up your plans. ... Read More
16 May Will filing separately get us the pension exclusion? Posted at 06:06h in Ask NJMoneyHelp, Taxes You can't fool the state into qualifying you for tax breaks.... Read More
09 Feb When a couple disagrees about investing Posted at 11:23h in Ask NJMoneyHelp, Retirement What to do if you and your spouse disagree about investing. ... Read More
28 Dec Planning for unmarried couples Posted at 12:18h in Ask NJMoneyHelp, Estate Planning Unmarried couples don't receive the same protections as those who are married. ... Read More