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Effective January 1, 2018, New Jersey repealed its estate tax.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

May 18, 2016March 2, 2021Power of Attorney, Revocable Grantor Trust

Growing Problem of Banks refusing to Honor a Financial Power of Attorney

Please be advised that more and more banks are refusing to accept […]

June 10, 2013November 13, 2020Capital Gains Tax, Grantor Trust, Intentionally Defective Grantor Trust, Irrevocable Trust, Medicaid, Revocable Grantor Trust, Section 121, Trust Planning, Trusts, VA Planning

A Trust can Qualify for a Section 121 Deduction (For Sale of a Personal Residence)

Typically, people take it for granted that there will not be any […]

March 19, 2012March 11, 2021Estate Planning, Grantor Trust, Power of Attorney, Revocable Grantor Trust

Using Revocable Trusts to Prevent Elder Fraud

There are many schools of thoughts on the use of Revocable Trusts, […]

February 2, 2007March 26, 2021Estate, Estate Planning, Estate Tax, Grantor Trust, Inter Vivos Trust, Probate, Revocable Grantor Trust, Revocable Intervivos Trust, Trust Planning, Trusts, Will

Revocable Inter Vivos Trust (a/k/a the Grantor Trust)

Revocable Inter Vivos Trust (a/k/a the Grantor Trust) is a favorite of […]