06 Mar Don’t foil your intent with a so-so estate plan

Posted at 09:09h in Money Makeovers

How a high salaried couple can change their plan for the better. ...

Read More

03 Jan Maximizing Social Security with ill spouse

Posted at 06:02h in Ask NJMoneyHelp, Retirement

Social Security strategies to benefit a surviving spouse. ...

Read More

28 Dec Do I still need a trust in NJ?

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

Without the NJ estate tax, is a trust still needed?...

Read More

22 Dec When mom hides money in the house

Posted at 06:01h in Ask NJMoneyHelp, Estate Planning, Retirement

How to help older parents manage their affairs. ...

Read More

29 Nov Understanding a special needs trust

Posted at 11:36h in Ask NJMoneyHelp, Estate Planning

Trusts can provide for loves ones after you're gone. ...

Read More

01 Nov Telling your parents they need a will

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

Dying without a will can be a nightmare. ...

Read More

31 Aug I don’t trust my son with money

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

How to protect inheritances from poor money management. ...

Read More

12 Aug When aging parents won’t talk about money

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

Tips on how to talk money with your aging parents. ...

Read More

14 Jul Grandma wants to gift money for college

Posted at 10:26h in Ask NJMoneyHelp, College, Estate Planning

Gifts can impact financial aid for college. ...

Read More

01 Jun When spouses disagree about estate planning

Posted at 06:05h in Ask NJMoneyHelp, Estate Planning

Compromise is necessary so delays don't lead to complete inaction. ...

Read More