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New Jersey Organizing your Personal Assets Package

Category:
Personal Planning
State:
New Jersey
Control #:
NJ-P086-PKG
Format:
Word; 
Rich Text
Instant download
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Description New Jersey Personal New Jersey

With this Organizing your Personal Assets Package, you will find the state specific forms that are necessary to organize your personal and financial affairs and achieve your financial goals. This package contains forms that are essential for analyzing your budget and planning for your spending and savings needs. Forms included also allow you to organize your important documents, ensure accurate record-keeping, and minimize time and expense involved in dealing with emergency situations. If purchased separately, these forms would be valued at $97.50. Save over 48%!



Included in your package are the following forms:


  1. Cash Flow Statement

  2. Retirement Cash Flow

  3. Personal Monthly Budget Worksheet

  4. Net Worth and Financial Calculator Worksheets

  5. Personal Property Inventory

  6. Personal Planning Information and Document Inventory Worksheets - A Legal Life Document

  7. General Durable Power of Attorney for Property and Finances Effective upon Disability

  8. Sample Letter for Request for Credit Report

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FAQ

Contractors are required to pay Sales or Use Tax on the materials, supplies, equipment, and services they purchase, rent, or use when performing work on the real property of others, except as described below. It is the general rule that the sale to the actual consumer is a retail sale.

Purchaser: Complete this certificate and give it to the seller. Seller: If this certificate is not completed, you must charge sales tax. Keep this certificate as part of your records. This is a blanket certificate, unless one of the boxes below is checked.

Step 1 Begin by downloading the New Jersey Resale Certificate Form ST-3. Step 2 Identify the name and business address of the seller. Step 3 Describe the nature of merchandise or service of the buyer.

Form L-8 (Affidavit & Self-Executing Waiver) This form may be used in most cases to transfer bank accounts, stocks, bonds and brokerage accounts, when the transfer or release is to a Class "A" beneficiary.

You can apply for New Jersey sales tax exemption before you receive an IRS 501(c)(3) determination letter by submitting your REG-1E application upon formation of your organization. The Division will keep your REG-1E on file for one year and then process it once you send the IRS 501(c)(3) determination letter.

Step 1 Begin by downloading the New Jersey Resale Certificate Form ST-3. Step 2 Identify the name and business address of the seller. Step 3 Describe the nature of merchandise or service of the buyer.

Form L-8 (Affidavit & Self-Executing Waiver) This form may be used in most cases to transfer bank accounts, stocks, bonds and brokerage accounts, when the transfer or release is to a Class "A" beneficiary.Form L-8 is used instead of a tax waiver (Form 0-1).

State. Zip. The seller must collect the tax on a sale of taxable property or services unless the purchaser gives him a fully completed New Jersey exemption certificate. The undersigned certifies that: (1) He holds a valid Certificate of Authority (number shown above) to collect State of New Jersey Sales and Use Tax.

The executor, administrator, or heir at law of the estate must file a New Jersey Estate Tax return (Form IT-Estate ) if the deceased person's gross estate, plus adjusted taxable gifts, exceeds $675,000 as determined by the provisions of the Internal Revenue Code in effect on December 31, 2001.

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