13 Sep The “big three” estate planning documents

Posted at 10:14h in Ask NJMoneyHelp, Estate Planning

Get these documents so your wishes are followed....

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05 Jul Does an executor need to be in NJ?

Posted at 10:54h in Ask NJMoneyHelp, Estate Planning

How your executor's location may matter when it comes to handling your affairs....

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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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27 May What probate means for your estate

Posted at 10:29h in Ask NJMoneyHelp, Estate Planning

Understand what probate means for your assets after you die. ...

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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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05 Apr Honesty, cash and the estate tax

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

You must report all cash assets on an estate tax return. ...

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13 Jan Locating a lost or missing will

Posted at 10:58h in Ask NJMoneyHelp, Estate Planning

With a little sleuthing, you can find estate planning documents. ...

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03 Dec Death won’t stop an RMD

Posted at 11:53h in Ask NJMoneyHelp, Estate Planning, Retirement

What happens to an RMD when an IRA account holder dies. ...

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13 Nov Can stealth estate planning work for sick mom?

Posted at 11:13h in Ask NJMoneyHelp, Estate Planning

You can't help a parent with estate planning without getting the parent involved. ...

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16 Oct What you can control from the grave

Posted at 12:03h in Ask NJMoneyHelp, Estate Planning

How to make sure your wishes are followed after you die....

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