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A recent Forbes article addresses an interesting question: “If the U.S. Federal Estate Tax Goes Away, What Will Single-Family Offices Likely Do?” Even if the

The unforeseen legal consequences incurred by a second or even third marriage can snarl careful estate planning and leave heirs disenfranchised and bitter, warns On

A few months ago, the Treasury Department announced its proposed regulations that will, if finalized as currently written, substantially limit the applicability of current valuation

People tend to put off estate planning. As a result, they risk dying without leaving their financial affairs in order and handing their heirs a

If you have or think you might eventually have a total net estate worth more than $5,450,000 for an individual or $10,900,000 for a married

If you have money in a stock account or in retirement accounts, you may want to use the stock account to add money to your

NJ 101.5 recently posted an article, “Here are the important estate planning documents you should have.” It explains that there are generally a “Big Three”

Perhaps you’re considering retirement and succession planning for your business. One option is to transfer the business to children to minimize estate taxes; however, there

Federal law is pretty clear cut regarding what happens to company retirement plan assets if a married participant dies on the job. In that scenario,

There are a lot of benefits of trusts, but there also are some disadvantages. NJ 101.5’s recent post, “The disadvantages to trusts,” discusses some of

Many people want to invest assets held in trust. However, there are many different types of trusts, and it can be confusing to determine which

Did you ever consider that retirement planning in the 21st century is very similar to the modern Olympics pentathlon? The Des Moines Register’s article, “How