Things to Remember at Tax Time
Tax day is fast approaching and you want to make sure you're taking advantage of all the deductions and credits you're entitled to.
25
03, 2022
16
04, 2018
Benefits of a Charitable Remainder Trust
Even if you haven’t yet invested in estate planning, you’ve probably heard of Charitable Remainder Trusts (CRTs). When you visit [...]
17
02, 2018
Federal Estate Tax Exemption Increases, but Tax Planning is Still a Must
New Jersey residents got relief from state estate taxes earlier this year. After a multi-year step-down process, state estate taxes [...]
2
11, 2017
What To Do When a Loved One Passes Away
Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing [...]
18
10, 2017
Avoid These 8 Common Estate Planning Mistakes
The most common and most significant estate planning error is failing to plan at all. About half of U.S. adults [...]
12
09, 2017
How A Living Trust Helps Your Family
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone [...]
1
08, 2017
The Perils of Joint Property
People often set up bank accounts or real estate so that they own it jointly with a spouse or other [...]
27
06, 2017
The sun has risen again. How you and your family can benefit from a (legal) late portability election.
The concept of “portability” is still relatively new in the law of estate planning, having become available only after 2011. [...]
28
04, 2017
How a Community Property Trust Could Save You From Heavy Taxation Down the Road
When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep [...]
28
03, 2017
Not Just Death and Taxes: 5 Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes [...]