Understanding Basis
The original cost of an asset is only the starting point for determining basis.
Read moreTag: estate tax
Using Debt as a Tool in Estate Planning
The practice of estate planning is more than just the preparation of Wills, Trusts, Powers of Attorney, and Living Wills. We also consult with many clients regarding how to structure their wealth. This could include how to manage debt and use debt as a tool in estate planning.
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Elizabeth Ketterson Interview
We are proud to announce that Elizabeth Ketterson, Esq. has been featured on “Get Real!” with Meg Hanington and Genevieve E. Thayer. […]
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Estate Planning for Americans with Assets in India
New Jersey is a very diverse state, and I have quite a few clients of Indian heritage. Accordingly, I thought I would […]
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Make a Gift Before 2021
I try very hard not to be political in these blog posts. I also try not to speculate on what the government […]
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New Jersey Estate Tax—Permanent Repeal?
As many of you know, the new Democratic Governor of New Jersey, Phil Murphy, was engaged in a recent budget showdown with […]
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Estate Tax Exemption Limit Changes for 2018
While the House and Senate are considering competing tax proposals, including a proposal to eliminate the federal estate tax, it is worth […]
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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 and I really try to avoid commenting on proposed tax […]
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Estate Tax Thoughts on a Trump Presidency
It is no secret that most Republicans and Donald Trump wish to get rid of the federal estate tax (or as it […]
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