Fake Will – An Extreme Example to Help Understand NJ Intestate Laws
Have you ever wondered what happens if you don’t have a Will? The answer is that you die intestate, and the laws […]
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Inflation Updates for 2023
Every year the Internal Revenue Service publishes a list of inflation adjustments. You can find them on the IRS website in Revenue […]
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Understanding Basis
The original cost of an asset is only the starting point for determining basis.
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IRS Now Allows For 5 Year Estate Tax Portability Election
Under a new IRS ruling, a surviving spouse now has 5 years to make an estate tax portability election. The relevant IRS […]
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What is a Revocable Living Trust?
A Revocable Living Trust is a common estate planning document that is typically used as a substitute for having a Will. It […]
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Estate Planning for Blended Families
Estate planning for blended families can be very tricky. Even when there is a simple family dynamic, creating an estate plan can […]
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How a Trust Can Make a Private Loan to Save a Marriage
Recently, I wrote an article about how to use debt as a tool in estate planning. Today, I will provide you with […]
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Using Debt as a Tool in Estate Planning
The practice of estate planning is more than just the preparation of Wills, Trusts, Powers of Attorney, and Living Wills. We also consult with many clients regarding how to structure their wealth. This could include how to manage debt and use debt as a tool in estate planning.
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Elizabeth Ketterson Interview
We are proud to announce that Elizabeth Ketterson, Esq. has been featured on “Get Real!” with Meg Hanington and Genevieve E. Thayer. […]
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