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What to Think About Before Meeting With an Estate Planning Lawyer

What to Think About Before Meeting With an Estate Planning Lawyer

I am happy to announce that we have finally finished creating a series of short videos regarding the estate planning and estate administration process.  Here is our third video in ...
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Pass-Through Business Alternative Income Tax Act

Pass-Through Business Alternative Income Tax Act

New Jersey may be getting a lot tax friendlier for small business owners.  I hesitate to even write this blog post, as I generally prefer to wait until legislation is ...
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The Pollock Firm LLC Announcement

Elizabeth Ketterson named as Partner to The Pollock Firm LLC

We are Pleased to announce Elizabeth C. Ketterson, Esq. has been Partner to our firm and Director of the estate administration department. & Our firm name has changed from: Law ...
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Social Security Strategy

Excellent Social Security Strategy Link

As part of the estate planning process, we frequently need to analyze how much a person is likely to have upon death. As part of an overall wealth analysis, this ...
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executor of a Will

What is the first thing an executor of a Will should do?

I am happy to announce that we have finally finished creating a series of short videos regarding the estate planning and estate administration process. Here is our second video in ...
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Estate and Gift Tax Treaty

Who has an Estate and Gift Tax Treaty with the US?

I just noticed a helpful link at the IRS that gives a nice chart detailing which countries have an Estate and Gift Tax Treaty with the US: Estate and Gift ...
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Why You Should Have A Will

Why You Should Have A Will

I am happy to announce that we have finally finished creating a series of short videos regarding the estate planning and estate administration process.  Here is our first video "Why ...
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repeal of the NJ estate tax

Repeal of the NJ Estate Tax – Should married couples update their wills?

Effective January 1, 2018, New Jersey repealed its estate tax.  The question then become how does this affect you and do you need to do anything about it?  For most ...
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Disclaimer Trust

What is a Disclaimer Trust?

A Disclaimer Trust is a special type of trust often created under a Will (or as a sub-trust of a revocable living trust).  In order to understand Disclaimer Trusts, you first need to ...
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7 Simple Ways to Minimize the Pennsylvania Inheritance Tax

7 Simple Ways to Minimize the Pennsylvania Inheritance Tax

It's been a little while since I have written an article on the Pennsylvania inheritance tax.  However, before I discuss ways to minimize the PA inheritance tax, it is important ...
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New Jersey Estate TaxNew Jersey Estate Tax Permanent Repeal

New Jersey Estate Tax—Permanent Repeal?

As many of you know, the new Democratic Governor of New Jersey, Phil Murphy, was engaged in a recent budget showdown with members of his own party.  A last minute ...
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IRA Stretch Trust

Reasons to set up a Third Party Supplemental Needs Trust as an Accumulation IRA Stretch Trust

In a previous post, I described the Reasons to Set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust.  The same Third Party Supplemental Needs Trust can ...
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