Q. I want to change from actively managed funds to index funds, but my wife says she likes the investments we have even though they are more expensive. What can I do to try to change her mind?
Q. Last June, I sold my house in Wall Township. I left New Jersey and I currently reside in Delaware. At the house closing on June 15, 2015, a charge of $2,537.50, titled “Realty Transfer Fee to Monmouth County Clerk” was assessed. Can I claim all or a part of the $2,537.50 on my 2015 taxes?
Q. Estate taxes as a New Jersey resident drive me crazy. Clearly Florida seems to be the most tax-friendly place to move to, but I don’t like heat. What other options exist? I thought Pennsylvania would escape New Jersey’s estate tax, but then I learned that Pennsylvania has an inheritance tax that can be just about as high. As they say, taxes and death can’t be avoided. Can they?