The Two Sides to Inheritance TaxJune 16, 2022Team TREELNew Jersey is one of six states that imposes an inheritance tax on assets that…Read More
How the New 2022 Gift Tax Exclusion Can Work for YouFebruary 2, 2022Timothy RiceThe IRS’ decision to increase the federal gift tax exclusion is welcome news to people…Read More
Protect assets, retain access with a Spousal Lifetime Access TrustMarch 22, 2019Timothy RiceA Spousal Lifetime Access Trust (SLAT) is an estate planning tool that can be used…Read More
Opportunity Zones offer tax breaksMarch 20, 2019Timothy RiceFor a limited time, investors can help reinvigorate distressed communities while deferring capital gains on…Read More
Your Health Savings Account can be a stealth IRAJanuary 30, 2019Timothy RiceGenerally, people don’t think about a Health Savings Account (HSA) as a savings account. The…Read More
The new tax law means it’s now time to review your estate planJanuary 25, 2019Timothy RiceThe tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast…Read More