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estate taxes

Protect assets, retain access with a Spousal Lifetime Access Trust

March 22, 2019

A Spousal Lifetime Access Trust (SLAT) is an estate planning tool that can be used…

IRS-Account-transcripts-can-serve-as-estate-tax-closing-letter

IRS: Account transcripts can serve as estate tax closing letter

March 24, 2017

A recent IRS notice confirms that an account transcript issued by the IRS qualifies as…

TALKING ABOUT NEW JERSEY “DEATH TAXES”

May 30, 2012

New Jersey has a well-earned reputation as a state that heavily taxes its residents. This…