December 11, 2021December 11, 2021Uncategorized Elizabeth Ketterson Interview We are proud to announce that Elizabeth Ketterson, Esq. has been featured […] Read more
November 12, 2021November 12, 2021Tax Planning Inflation Updates for 2022 Every year the Internal Revenue Service publishes a list of inflation adjustments. […] Read more
May 30, 2018February 22, 2021Income Tax, IRA Stretch Trust, Special Needs Planning, Special Needs Trust, Third Party Special Needs Trust Reasons to set up a Third Party Supplemental Needs Trust as an Accumulation IRA Stretch Trust In a previous post, I described the Reasons to Set up a 3rd […] Read more
August 29, 2016March 1, 2021Income Tax, New Jersey, Pennsylvania, Trusts Income Taxation of Trusts – Determining Which State Can Tax the Trust Determining the situs of a trust (i.e. the residence of a trust) […] Read more
December 5, 2014March 4, 2021Dynasty Trust, Estate Planning, Estate Tax, Income Tax, Trust Planning, Trustee Dynasty Trusts Explained I am frequently asked about the best way to transfer wealth to […] Read more
May 22, 2014March 5, 2021Estate Tax, Federal Estate Tax, Income Tax, Incomplete Non-Grantor Trust, New York Change in New York Estate Tax Law Effective April 1, 2014, the State of New York made numerous changes […] Read more
October 28, 2013March 9, 2021Estate, Estate Administration, Estate Tax, Executor, Guardianship, Income Tax, Inheritance Tax (相続税), Trustee, Will Choosing an Executor, Trustee and Guardian Clients frequently ask me for advice on who they should name as […] Read more
October 21, 2013March 8, 2021Income Tax, Politics, Same Sex Planning Same Sex Marriage Now Legal In New Jersey Effective today, same sex marriage is now legal in New Jersey after Governor […] Read more
August 30, 2013November 16, 2020Civil Union, Income Tax, New Jersey, Same Sex Planning IRS Issues Ruling on Tax Filings for Same Sex Couples Yesterday the Internal Revenue Service issued an important ruling in the wake […] Read more