Inflation Updates for 2022
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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Federal Estate Tax Portability
Historically in America, each citizen and permanent resident had a certain amount of assets that they could pass on to their heirs […]
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What is a QDOT?
A QDOT (Qualified Domestic Trust) is a trust for the benefit of a surviving non-citizen spouse that defers the federal estate tax […]
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Appointment of a NJ Funeral Representative
In 2019, the State of New Jersey quietly updated the law with respect to the appointment of a Funeral Representative. Under the […]
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Change to New York Power of Attorney Form
Effective June 13, 2021, New York will be changing its statutory financial Power of Attorney form. The new statute is a significant […]
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Congratulations to Merideth E. Ketterer
Congratulations to Merideth E. Ketterer, Esq. on passing the New Jersey bar exam! Merideth joined The Pollock Firm LLC full time last […]
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7 Simple Ways to Minimize the Pennsylvania Inheritance Tax
This is an update to the 2018 post on wrote on the Pennsylvania inheritance tax. However, before I discuss ways to minimize […]
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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.
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Basics of Life Insurance Trusts
Trusts can be a wonderful tool for tax planning. If your death is likely to cause an estate tax or an inheritance […]
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