November 12, 2021November 12, 2021Tax Planning

Inflation Updates for 2022

Every year the Internal Revenue Service publishes a list of inflation adjustments. […]

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 […]

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) […]

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 […]

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 […]

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 […]

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 […]

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 […]

September 25, 2012March 10, 2021Defense of Marriage Act, Same Sex Planning

Same Sex Couple Entitled to Federal Estate Tax Marital Deduction?

There was a significant court decision back in June of this year […]