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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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Estate Sales or Selling Online?
While there are now many ways to sell property on the Internet, from Nextdoor to…
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Multigenerational Homes
Multigeneration living, where adult children and their parents or grandparents share a home, has many…
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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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4 Reasons to Not Add Joint Account Holders
Banks often suggest that loved ones be added to bank accounts as joint account holders.…
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The Sandwich Generation: How to Ease the Squeeze
Being “sandwiched” between caring for aging parents and young children creates stress, frustration, and, often,…
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Finding Equality in Unequal Inheritances
It’s amazing how siblings can be so different from one another. One can be very…
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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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