Elizabeth Ketterson Interview
We are proud to announce that Elizabeth Ketterson, Esq. has been featured […]
Read moreTag: income tax
Inflation Updates for 2022
Every year the Internal Revenue Service publishes a list of inflation adjustments. […]
Read moreReasons 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
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
Dynasty Trusts Explained
I am frequently asked about the best way to transfer wealth to […]
Read more
Change in New York Estate Tax Law
Effective April 1, 2014, the State of New York made numerous changes […]
Read more
Choosing an Executor, Trustee and Guardian
Clients frequently ask me for advice on who they should name as […]
Read more
Same Sex Marriage Now Legal In New Jersey
Effective today, same sex marriage is now legal in New Jersey after Governor […]
Read more
IRS Issues Ruling on Tax Filings for Same Sex Couples
Yesterday the Internal Revenue Service issued an important ruling in the wake […]
Read more