01 Aug When giving a home as a gift, why planning matters

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

A gift isn't always the smartest way to transfer a home. ...

Read More

10 Dec Could a deferred annuity be the answer?

Posted at 11:23h in Ask NJMoneyHelp, Retirement

If you want to gift a retirement plan, gift smart. ...

Read More

11 Jan Is a gift better than an inheritance?

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

Understanding how tax consequences change for your beneficiaries....

Read More

18 Oct When you gift over the annual limit

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

Understanding gift tax rules and tax consequences. ...

Read More

05 Oct Gift tax consequences for you and your heirs

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning

Understanding how taxes work when you gift assets. ...

Read More

29 Sep When a charitable gift annuity is smart

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes

Giving to charity while helping your own money situation. ...

Read More

16 Aug Helping grandchild without jeopardizing aid

Posted at 06:02h in Ask NJMoneyHelp, College

College help from grandparents without hurting financial aid. ...

Read More

01 Aug Saving in out-of-state 529 plan

Posted at 06:02h in Ask NJMoneyHelp, College

You can contribute to a 529 plan no matter where it's located. ...

Read More

26 Jul How college gifts can hurt financial aid

Posted at 06:02h in Ask NJMoneyHelp, College

Before you receive a college gift, consider the consequences. ...

Read More

14 Jul How to avoid the inheritance tax

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

Gifting during your lifetime may help avoid taxes. ...

Read More