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13 Feb When a spouse won’t discuss estate planning

Posted at 20:31h in Ask NJMoneyHelp, Estate Planning

Without proper estate planning, your assets may not go where you want them to go upon your death. ...

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02 Feb How to get Dad’s permission to help with his finances, and the needed legal docs

Posted at 13:33h in Ask NJMoneyHelp, Estate Planning

Broaching the topic of estate planning with elderly loved ones. ...

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13 Jan Squabble between sisters brewing over sale of inherited home

Posted at 11:48h in Ask NJMoneyHelp, Estate Planning, Real Estate

Sisters with different goals inherit a home....

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08 Jan Gifting assets to lower estate tax burden

Posted at 12:22h in Ask NJMoneyHelp, Estate Planning

Gifting money before you die can be a great way to lower estate taxes, but the move isn't without consequences. ...

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06 Jan Use a team of experts to create your estate plan

Posted at 11:51h in Ask NJMoneyHelp, Estate Planning

When you're planning for estate taxes, you'll benefit from a team of money pros. ...

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05 Jan My mom died and I’m managing her estate. Now what?

Posted at 18:47h in Ask NJMoneyHelp, Estate Planning

If you're the executor of an estate, you need to understand estate and inheritance tax rules....

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22 Dec Estate taxes, my kids and my assets

Posted at 18:38h in Ask NJMoneyHelp

When your children will inherit your estate, what kind of taxes will they owe?...

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18 Dec When your late spouse’s ex is a named beneficiary

Posted at 11:51h in Ask NJMoneyHelp, Estate Planning

Why it's important to update your beneficiary designations if you're ever divorced. ...

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04 Dec New Jersey is an expensive place to die

Posted at 12:14h in Ask NJMoneyHelp, Estate Planning

New Jersey is an expensive place to die....

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01 Dec Minimizing estate taxes when you have non-child heirs

Posted at 12:36h in Ask NJMoneyHelp, Estate Planning

Your relationship to your heirs will determine the taxes that are due for your estate. ...

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