10 Mar Tax bill on gifted or inherited home

Posted at 12:18h in Ask NJMoneyHelp, Estate Planning, Real Estate, Taxes

To transfer a home to your heirs, how and when you do it impact the tax bill. ...

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25 Jan How to leave money to grandkids

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

Before you give to your grandchildren, consider the consequences for financial aid. ...

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20 Jan Paying for a grandchild’s college

Posted at 11:29h in Ask NJMoneyHelp, College, Estate Planning

Before you gift college money, consider the ramifications. ...

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01 Dec Being fair when helping adult kids with money

Posted at 12:06h in Ask NJMoneyHelp, Estate Planning, Retirement

Gifting when your kids have different money outlooks and responsibility levels....

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06 Oct Helping kids buy their first home

Posted at 14:46h in Ask NJMoneyHelp, Credit, Real Estate

Co-signing a mortgage can be risky, but there are other ways to help your family. ...

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28 Sep Making the most of gifting rules

Posted at 10:55h in Ask NJMoneyHelp, Estate Planning

Understand the rules before you gift assets to family or charity....

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21 Aug Investing Inherited IRA distributions

Posted at 11:13h in Ask NJMoneyHelp, Retirement

Most options require you to pay taxes on the RMD...

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17 Aug 10 Reasons You Should Consider Donor-Advised Funds

Posted at 16:08h in Viewpoints

The advantages of a strategy to maximize your charitable giving...

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17 Aug Parents want to give home to their kids

Posted at 10:51h in Ask NJMoneyHelp, Estate Planning

Transferring property isn't as simple as it seems...

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19 Jun How to gift $25,000 to newlyweds

Posted at 11:15h in Ask NJMoneyHelp, Taxes

Understand IRS rules before you gift money...

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