December 23, 2010March 15, 2021Federal Estate Tax, Gift Planning, Gift Tax, Tax Planning

Federal Estate Tax Reform 2011

As you may be aware, President Obama recently signed the “Tax Relief, […]

August 3, 2010March 17, 20212503, Annual Exclusion, Estate Planning, Gift Planning, Gift Tax, Tax Planning

The “Gift” of Health Insurance

I frequently come across clients who want to help their children financially, […]

March 24, 2010March 18, 2021Estate Planning, Estate Tax, Gift Planning, Gift Tax, Real Estate

The Importance of Planned Gifting

One of the best ways to minimize your taxable estate is through […]

March 24, 2010March 19, 2021Estate Planning, Estate Tax, Gift Planning, Gift Tax, Real Estate

Timing of a Gift

When doing planned gifting, it is imperative to have the gifts completed […]

July 29, 2009March 22, 2021Estate Planning, Estate Tax, Gift Planning, Non-Citizen Spouse, non-resident, Tax Planning, Treaties, Trust Planning

Estate tax liability for Non-Citizen Non-Residents of America

In this real estate market, some foreign investors may be tempted to […]

February 20, 2009March 23, 2021Capital Gains Tax, Estate Planning, Estate Tax, Gift Planning, Gift Tax, New Jersey, Qualified Personal Residence Trust (QPRT), Tax Planning, Vacation Homes

Perfect Time to do Estate Planning for that Vacation Home

Sometimes in a bad economy, opportunities present themselves. One great planning opportunity […]