If It’s Good Enough for the Clintons, It’s Good Enough For You
The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit…
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Is the New Jersey State Estate Tax Too Prohibitive?
Most people recognize that it can be costly to live in New Jersey, but they don’t realize that it may also be…
Inheritance Taxes and State Estate Taxes
On top of federal estate taxes to which your estate can be subject, you may also need to plan in advance for…
Minimize Estate Taxes Through Gifting
Your estate planning goes farther than figuring out who should be named as a beneficiary and how much they should receive. Comprehensive…
Put Your Trust in a Trust
Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax…
Thanks, But No Thanks. State Estate Taxes & Disclaimer-Based Approach
Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the…
The N.Y. State of Mind: Changes to New York Gift Tax and Estate Laws
At the end of March, Governor Cuomo approved changes to New York’s estate and gift tax laws while also making amendments to…
3 Estate Planning Mistakes From Which To Learn
If you haven’t already done your estate plan, perhaps hearing a few horror stories about people who made common mistakes will prompt…
Where Not To Die, Part II
As we told you a week ago, in addition to federal estate taxes, state estate taxes form a crazy quilt of different…
Where Not To Die
Although the federal estate tax exemption has been raised to a generous $5.3 million, what about the states? The truth is that,…
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