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Taxes

How the New 2022 Gift Tax Exclusion Can Work for You

February 2, 2022

The IRS’ decision to increase the federal gift tax exclusion is welcome news to people…

Survey: Family drama causes estate issues

November 1, 2018

Families face a variety of estate planning challenges, and family drama may be chief among…

Estate Tax Good News

January 31, 2018

For years, I have helped clients minimize or eliminate the New Jersey estate tax and…

Issues to consider before gifting your home to your child

July 21, 2017

Gifting your house to your children before your death offers several advantages, however there are…

Moving an elderly relative? Think about state taxes

November 4, 2016

It’s a common scenario: An elderly relative is no longer able to live alone, so…

Tax chart

IRS tax crackdown might actually end up helping

January 28, 2016

IRS officials have been indicating for a few months now that they’re about to start…