The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit the encroachment of taxes. With an estate tax that has an upper limit of 40 percent of assets on death, it only makes sense for those with bigger estates to conduct some planning well in advance.
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June 18, 2014 |
The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit the encroachment of ...
Learn MoreJune 17, 2014 | 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 expensive to die ...
Learn MoreJune 5, 2014 |
On top of federal estate taxes to which your estate can be subject, you may also need to plan in advance for state estate and ...
Learn MoreJune 2, 2014 | Estate Taxes
Your estate planning goes farther than figuring out who should be named as a beneficiary and how much they should receive. Comprehensive planning also thinks ...
Learn MoreMay 6, 2014 | Estate Plan
Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax and estate tax ...
Learn MoreMay 5, 2014 | Administration
Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the federal exemption, so ...
Learn MoreMay 1, 2014 | Estate planning
At the end of March, Governor Cuomo approved changes to New York’s estate and gift tax laws while also making amendments to income tax rules. ...
Learn MoreApril 1, 2014 |
If you haven’t already done your estate plan, perhaps hearing a few horror stories about people who made common mistakes will prompt you to do ...
Learn MoreMarch 27, 2014 |
As we told you a week ago, in addition to federal estate taxes, state estate taxes form a crazy quilt of different rules across the ...
Learn MoreMarch 18, 2014 |
Although the federal estate tax exemption has been raised to a generous $5.3 million, what about the states? The truth is that, despite the large ...
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