Inflation Updates for 2022
Every year the Internal Revenue Service publishes a list of inflation adjustments. […]
Federal Estate Tax Portability
Historically in America, each citizen and permanent resident had a certain amount […]
What is a QDOT?
A QDOT (Qualified Domestic Trust) is a trust for the benefit of […]
Appointment of a NJ Funeral Representative
In 2019, the State of New Jersey quietly updated the law with […]
Change to New York Power of Attorney Form
Effective June 13, 2021, New York will be changing its statutory financial […]
Congratulations to Merideth E. Ketterer
Congratulations to Merideth E. Ketterer, Esq. on passing the New Jersey bar […]
7 Simple Ways to Minimize the Pennsylvania Inheritance Tax
This is an update to the 2018 post on wrote on the […]
It’s Not Too Late to Protect Your Estate!
There are rumors that the current administration intends to cut the $11.7 million estate and gift tax exemption to either $5 million or $3.5 million. While these proposals are always subject to change, it is worthwhile to consider if you should make a gift.
Basics of Life Insurance Trusts
Trusts can be a wonderful tool for tax planning. If your death […]