October 19, 2020February 17, 2021Capital Gains Tax, Estate Tax, Federal Estate Tax, Gift Tax, Politics, Tax, Tax Planning

Make a Gift Before 2021

I try very hard not to be political in these blog posts. […]

November 14, 2018October 1, 2019Estate Tax, Treaties

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

I just noticed a helpful link at the IRS that gives a […]

October 10, 2018February 19, 2021Basis, Diclaimer, Estate Tax, New Jersey, Revocable Grantor Trust, Revocable Intervivos Trust, Will

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

Effective January 1, 2018, New Jersey repealed its estate tax.  The question […]

October 2, 2018February 22, 2021Diclaimer, Estate Planning, Estate Tax, Federal Estate Tax, Gift Planning, Gift Tax, New Jersey

What is a Disclaimer Trust?

A Disclaimer Trust is a special type of trust often created under […]

November 26, 2017February 22, 2021Estate Tax

Estate Tax Exemption Limit Changes for 2018

While the House and Senate are considering competing tax proposals, including a […]

November 3, 2017February 25, 2021Estate Tax

Proposed Tax Policy By Republicans Would Enable Wealthy to Pass On A Massive Income Tax Deduction to Their Heirs Upon Death

As most of you know, I generally try to avoid political discussions […]

August 18, 2017February 25, 2021Estate Administration, Estate Planning, Estate Tax, New Jersey, Politics

Will the New Jersey Estate Tax Repeal Become Permanent?

New Jersey Estate Tax As most of my estate planning clients are […]

August 9, 2017February 25, 2021Estate Administration, Estate Tax, New Jersey

NJ Has Finally Released 2017 Estate Tax Return and Calculator

As I know many of you have been waiting anxiously, I wanted […]

May 8, 2017February 25, 2021Estate Planning, Estate Tax, Farm, Florida, Inheritance Tax (相続税）, New Jersey, New York, Pennsylvania, Tax Planning

The Best Place To Die (From An Estate And Inheritance Tax Perspective)

Best place to die Several years ago, I wrote a few articles […]