January 18, 2021 |
Your Home & Estate Planning: Avoid This Mistake
Sadly, far too many children face the loss of their elderly parents and then have to take on the complicated task of selling a parent’s ...
Learn MoreYour Home & Estate Planning: Avoid This Mistake
Sadly, far too many children face the loss of their elderly parents and then have to take on the complicated task of selling a parent’s home. In the event that the will states that the children will receive the proceeds from the real estate’s sale, there are two potential outcomes that could occur based on whether or not the parent had appropriate estate planning in place.
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Blog
January 7, 2021 |
What Role Does a Representative Payee Play in Estate Planning?
The Social Security Administration defines a representative payee as a person or entity that is designated to manage or receive supplemental security income or ...
Learn MoreJanuary 7, 2021 |
Study Finds High Net Worth Individuals Preparing for Possible Tax Increases
Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified ...
Learn MoreJanuary 6, 2021 |
Irrevocable Trusts and Crummey Powers
If you created an irrevocable trust in 2020, you need to ensure that certain kinds of gifts that are made to the trustee to pay ...
Learn MoreJanuary 5, 2021 |
Tax Authorities Claim That Executors Undervalued Prince’s Estate
Controversy was generated when pop singer Prince passed away without a will or any other estate plan in place. Calculations from the IRS indicated ...
Learn MoreJanuary 2, 2021 |
Who Should Serve as a Trustee?
Whether you choose to go with an irrevocable trust or a revocable trust, it’s important to think about the person who will be installed in ...
Learn MoreDecember 30, 2020 |
How Do I Get Rid of a Timeshare as Part of Estate Planning?
If you are a New Jersey resident and also own property in a timeshare, you need to make sure this is accounted for in your ...
Learn MoreDecember 23, 2020 |
Should You Create an Irrevocable Trust for Your Spouse?
Trusts are a popular estate planning strategy because they accomplish multiple goals at once, including privacy, greater layers of control and allowing for support to ...
Learn MoreDecember 22, 2020 |
Is Now the Right Time to Use Your Lifetime Gift Exclusion?
If you currently own an asset that you anticipate is going to appreciate over the coming years, you may want to take advantage of exclusions ...
Learn MoreDecember 17, 2020 |
What Is Portability as It Relates to My Estate?
The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act was signed into law in December 2010. This made significant changes to federal estate taxes, ...
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