Contact Us Today

NJ: 856-782-8450

PA: (484) 873-3050

Request Consultation

estate taxes

Estate Planning Taxes

Protect assets, retain access with a Spousal Lifetime Access Trust

March 22, 2019

estate assets, Estate Planning, estate taxes, SLAT

A Spousal Lifetime Access Trust (SLAT) is an estate planning tool that can be used to lock in the current…

Estate Planning Taxes

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

IRS: Account transcripts can serve as estate tax closing letter

March 24, 2017

account transcripts, Estate Planning, estate taxes, Form 706, IRS, new IRS notice

A recent IRS notice confirms that an account transcript issued by the IRS qualifies as a substitute for an estate…

TALKING ABOUT NEW JERSEY “DEATH TAXES”

May 30, 2012

death, estate tax, estate taxes, inheritance tax, inheritance taxes, New Jersey, NJ, real estate taxes, Wills

New Jersey has a well-earned reputation as a state that heavily taxes its residents. This is certainly true for real…

Menu