02 Aug Buying a retirement home together

Posted at 11:25h in Ask NJMoneyHelp, Real Estate, Retirement

Considerations when you buy property with someone who isn't a spouse....

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07 Jul Choosing a living trust vs. a will

Posted at 11:03h in Ask NJMoneyHelp, Estate Planning

Understand estate planning documents while you can still make needed changes. ...

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21 Jun Divorce, marriage and your money

Posted at 10:21h in Ask NJMoneyHelp, Estate Planning, Retirement

Why your marital status means everything for your money. ...

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17 Jun Is my will valid if I move?

Posted at 10:11h in Ask NJMoneyHelp, Estate Planning

How to make sure your estate planning documents are in order. ...

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16 Jun When banks won’t take legal documents

Posted at 10:24h in Ask NJMoneyHelp, Estate Planning

Financial institutions don't make it easy when someone has dementia. ...

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06 Jun If you don’t want to serve as executor

Posted at 11:00h in Ask NJMoneyHelp, Estate Planning

Options if you want to turn down the executor role. ...

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24 May Help when mom has dementia

Posted at 10:11h in Ask NJMoneyHelp, Estate Planning

Getting affairs in order while your loved one can still participate and help. ...

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18 May Benefits of a Family Limited Partnership

Posted at 10:31h in Ask NJMoneyHelp, Estate Planning, Retirement

A Family Limited Partnership is a strategy to share wealth with your family. ...

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07 Apr Mom doesn’t have a will

Posted at 10:47h in Ask NJMoneyHelp, Estate Planning

How to help a parent create needed estate planning documents. ...

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01 Feb You can’t take it with you

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

Understand how portability can help a married couple save on estate taxes. ...

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