15 Sep How to leave wealth to grandchildren
The pros and cons of investing or buying insurance for grandchild's inheritance....
14 Sep Can I protect my brother’s trust?
The language of a trust will determine its protections. ...
07 Sep Is insurance the answer for an inheritance?
Worry about your retirement before worrying about your kids' inheritance. ...
17 Aug Parents want to give home to their kids
Transferring property isn't as simple as it seems...
05 Aug Should this inheritance skip a generation?
What you need to know before leaving money to grandchildren...
31 Jul The trouble with 50 years of stock ownership
How to value cost basis on a stock held for the long term...
30 Jul Helping your kids, but being fair
When one adult child needs financial help now...
24 Jun Estate tax planning before you die
Don't make estate planning moves without considering unintended consequences...
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...