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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26 Jan Who will manage your affairs?

Posted at 13:14h in Ask NJMoneyHelp, Estate Planning

How to plan ahead in case you're ever incapacitated. ...

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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. ...

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09 Dec Giving up an inheritance

Posted at 11:31h in Ask NJMoneyHelp, Estate Planning

How you can -- and can't -- make sure someone else gets an inheritance meant for you. ...

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01 Dec Being fair when helping adult kids with money

Posted at 12:06h in Ask NJMoneyHelp, Estate Planning, Retirement

Gifting when your kids have different money outlooks and responsibility levels....

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18 Aug My parents spend too much money!

Posted at 11:39h in Ask NJMoneyHelp, Estate Planning

How you can help if you think elderly parents can't manage their affairs...

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15 Jul Changes for dad’s living trust

Posted at 11:35h in Ask NJMoneyHelp, Estate Planning

Watch for specific language in estate planning documents...

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15 Jun Can I stop 401(k) savings because of an inheritance?

Posted at 16:48h in Ask NJMoneyHelp, Estate Planning, Retirement

While an inheritance is good news, you need a plan to maximize your opportunities...

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