February 24, 2015 |
New Jersey: Cheap Gas, Costly Death Taxes
New Jersey residents are quick to point out their cheap gas prices, but the state is also known as being one of the “worst states ...
Learn MoreNew Jersey: Cheap Gas, Costly Death Taxes
New Jersey residents are quick to point out their cheap gas prices, but the state is also known as being one of the “worst states to die” because of its double-whammy on death: the estate tax and the inheritance tax. Since the state is so expensive in taxing both the estate and the heir, estate planners often work with clients to create specific strategies to protect as much wealth as possible. It also leads some older individuals to consider skipping town altogether in search of warmer climes and lower taxes. 
New Jersey lawmakers are currently contemplating whether a gas tax could help pay for some rail and road projects that the state desperately needs, leading some to question whether it’s time to trade in the higher death taxes in exchange for a gas tax either on wholesale refinery purchases or at the pump.
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Blogs for Estate Planning
February 23, 2015 |
New Facebook Feature Allows for “Legacy” Planning
Facebook has become a hotspot for all kinds of users, but one of the challenges presented to the company was how to handle what happens ...
Learn MoreFebruary 20, 2015 |
Estate Planning for Intellectual Property, Part Two
If you checked out yesterday’s post and think that you may have a copyright or patent, or that a loved one does, it’s important to ...
Learn MoreFebruary 19, 2015 |
Estate Planning for Intellectual Property: Part One
Do you own a copyright, patent, or some other form of intellectual property? These assets might not be tangible, but they certainly can be valuable. ...
Learn MoreFebruary 18, 2015 |
The High Cost of Alzheimer’s
Around the world, there are more than 15 million people caring for someone who suffers from Alzheimer’s. While many of these individuals are aware of ...
Learn MoreFebruary 17, 2015 |
Malcolm Butler Gets MVP Truck… and the Tax Consequences
A Chevrolet truck presented to Tom Brady for recognition as the New England Patriot’s MVP during the Super Bowl will instead pass to his teammate, ...
Learn MoreFebruary 16, 2015 |
Whitney Houston’s Estate in Question
The sole heir to Whitney Houston’s estate, Bobbi Kristina Brown, has been in a medically-induced coma since the end of January. The $20 million worth ...
Learn MoreFebruary 13, 2015 |
Mork from Ork – RIP; Obama’s foot down on Tax ‘Step Up’; ‘SUCCESS’ion Planning and Medicaid Mistakes (This Week’s Blog Summary)
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the ...
Learn MoreFebruary 13, 2015 |
What Are the Responsibilities of A Successor Trustee?
When a trustee becomes incapacitated or passes away, a successor trustee takes their place. In addition to managing the duties held by the previous trustee, ...
Learn MoreFebruary 12, 2015 |
Why is Succession Planning a “Must” For Business Owners?
In the wake of the last recession and an increase in competition throughout many markets, businesses can do a lot for themselves by planning ahead ...
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<p>The post October 2026 Tax Deadlines: What Individuals and Business Owners Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
