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The Two Sides to Inheritance Tax
New Jersey is one of six states that imposes an inheritance tax on assets that…
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Three Steps to Protect Your Funeral and Disposition Wishes
Cremation or burial? Eulogies by specific friends and family members or none at all? Music?…
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No tax on large gifts when exemption sunsets
Taxpayers making large gifts no longer have to worry about big taxes coming back to…
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Avoid a Crisis During a Crisis
What you don’t know can hurt you. Of the most important estate planning documents that…
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How to reverse Medicare surcharges when your income changes
Are you a high-income Medicare beneficiary who is paying a surcharge on your premiums but…
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Tax reform may impact charitable giving
As the tax reform measures were unveiled, members of the charitable community expressed alarm that…
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