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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What You Should Know About New Jersey’s Inheritance Laws

There is no longer an estate tax in New Jersey, but there is still an inheritance tax. This law has many different exemptions and complications, making it all the more important to retain an experienced New Jersey estate planning lawyer.

Until January 1st, 2018, New Jersey had both an estate tax and an inheritance tax. After that estate tax was repealed on January 1st, however, there is only an inheritance tax in addition to any applicable federal estate tax. If you are a family member of the deceased person, however, you could be exempted from the inheritance tax.

This is true if you are the mutually acknowledged child or stepchild, a great-grandchild, spouse, domestic partner, civil union partner or parent or grandparent of the deceased. Furthermore, inheritances that are left behind to schools, religious institutes, and charitable organizations are exempted from the inheritance tax.

There are many different federal and estate tax situations that you should incorporate into your overall estate planning. Beyond the state estate tax, you should also consider the federal estate tax returns, the federal estate and trust tax income return, income tax return, and the final state and federal income tax returns.

Make sure that you have had an experienced and knowledgeable New Jersey estate planning lawyer to review the basic requirements to ensure that your will is viewed as legitimate in New Jersey. There are a couple of different requirements that must be met in this effort. Schedule a consultation today with an experienced estate planning lawyer to learn more about how this can affect you.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more