July 2, 2018February 22, 2021Capital Gains Tax, NJ Estate Tax, NJ Inheritance Tax

New Jersey Estate Tax—Permanent Repeal?

As many of you know, the new Democratic Governor of New Jersey, […]

October 24, 2016February 26, 2021Basis, Capital Gains Tax, Estate Planning, Florida, Income Tax, IRA, Medicaid, NJ Estate Tax, NJ Inheritance Tax, Snowbird, Uniform Trust Act

NJ Estate Tax Repeal: How Does This Affect You?

It’s official.  According to NJ.com, Governor Christopher Christie has signed a bill to repeal the […]

October 7, 2016March 1, 2021Estate Planning, NJ Estate Tax, NJ Inheritance Tax

The NJ Estate Tax is Repealed! Almost.

According to NJ.com, effective October 7, 2016, the New Jersey Legislature has […]

June 12, 2016March 2, 2021Estate Planning, New Jersey, NJ Estate Tax, NJ Inheritance Tax

Is NJ finally going to repeal the Estate Tax and the Inheritance Tax?

I tend not to get too excited about any legislation until it […]

July 2, 2014March 5, 2021Estate Planning, Irrevocable Trust, Life Insurance, Life Insurance Trust, NJ Estate Tax, Tax Planning

Nice Article on the Basics of ILITs

A colleague of mine, David Saltzman, has written a nice article on […]

January 8, 2013March 10, 2021Ancillary probate, Civil Union, Estate, Estate Administration, Estate Tax, Federal Estate Tax, Inheritance Tax (相続税）, NJ Estate Tax, Probate, Retirement Plans, Titling of Assets

Probate In New Jersey—When There Is A Will

One of the questions I frequently get is: What is involved with […]

March 5, 2012March 11, 2021Estate Tax, Inheritance Tax (相続税）, Life Insurance, Life Insurance Trust, NJ Estate Tax

Is there an Inheritance Tax on Life Insurance Proceeds?

One of the biggest misconceptions people have about life insurance is how […]

May 26, 2011March 15, 20212503, Annual Exclusion, Estate Planning, Estate Tax, Gift Planning, Gift Tax, Inheritance Tax (相続税）, New Jersey, NJ Estate Tax, Tax, Tax Planning

Deathbed Transfers in New Jersey

Often times, a person who is on his or her deathbed will […]

October 3, 2010March 16, 2021Administrator, Bypass Trust, Civil Union, Estate Planning, Estate Tax, Executor, Federal Estate Tax, Inheritance Tax (相続税）, New Jersey, NJ Estate Tax, Tax Planning, Trust Planning

New Jersey Estate Tax

New Jersey has many different types of taxes, including two different taxes […]