15 Jun Can I stop 401(k) savings because of an inheritance?
While an inheritance is good news, you need a plan to maximize your opportunities...
03 Jun Protecting an inheritance from taxes
Understanding inheritance and estate taxes in New Jersey...
22 May What taxes are owed on inherited annuity?
Taxation of an inherited annuity depends on the annuity itself...
12 May What to do with a $5 million estate
Plan for your assets before it's too late. ...
07 May Roth conversion strategies for your estate
The tax-free status of a Roth IRA makes it a great estate planning tool. ...
08 Jan Gifting assets to lower estate tax burden
Gifting money before you die can be a great way to lower estate taxes, but the move isn't without consequences. ...
06 Jan Use a team of experts to create your estate plan
When you're planning for estate taxes, you'll benefit from a team of money pros. ...
05 Jan My mom died and I’m managing her estate. Now what?
If you're the executor of an estate, you need to understand estate and inheritance tax rules....
04 Dec New Jersey is an expensive place to die
New Jersey is an expensive place to die....
30 Oct Strategies for estate tax savings
No one wants to pay taxes when they die, but unless you're proactive, the government — and not your heirs — could end up with a huge chunk of your money....