Rumor v. Reality No. 7 – Gifting Penalties
Rumor: “The law says that I can gift $17,000 to each of my children annually…
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estate tax
How the New 2022 Gift Tax Exclusion Can Work for You
The IRS’ decision to increase the federal gift tax exclusion is welcome news to people…
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The new tax law means it’s now time to review your estate plan
The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast…
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Keep your tax credit for charitable gifts
Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax…
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Communicate with your kids before leaving unequal assets
When it comes to leaving money to the kids, some parents struggle to reconcile “equal”…
Read MoreDo these ideas make sense for you?
In 2016, the federal estate tax exemption is $5.45 million – which means you can…
Read MoreEight States Are Easing Their Estate Taxes in 2015
Eight states are reducing their estate tax burden in 2015, which is good news for…
Read MoreSome gifts to charity should be made now, not in your will
In the past, many people’s wills included a sizable donation to charity. Because the federal…
Read MoreIs your living trust up-to-date? (part 2)
If you have a living trust, it’s a good idea to review it every few…
Read MorePlanning for estate tax vs. planning for income tax
Traditionally, the federal estate tax was extremely burdensome to wealthier individuals, and the bulk of…
Read More“Fiscal Cliff” Legislation Sets $5 Million Federal Estate Tax Exemption, Among Other Taxes
The so-called “fiscal cliff” legislation enacted earlier in January by Congress made a number of…
Read MoreTALKING ABOUT NEW JERSEY “DEATH TAXES”
New Jersey has a well-earned reputation as a state that heavily taxes its residents. This…
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