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Changes are on the Horizon for Estate and Gift Tax Rules

Changes are on the Horizon for Estate and Gift Tax Rules

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

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Say Yes to Estate Planning!

Say Yes to Estate Planning!

It’s common for folks to make serious errors in planning—or just not planning—to pass their wealth to their heirs after they die. CNBC’s “Don't drop

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Does Your Estate Plan Include “The Big Three”?

Does Your Estate Plan Include “The Big Three”?

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”

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Discover How an Irrevocable Life Insurance Trust Can Help with Your Estate Planning

Discover How an Irrevocable Life Insurance Trust Can Help with Your Estate Planning

Did you know that if you own a life insurance policy in your own name, its proceeds will be included in your estate, and there’s

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Draft Your Will and Eliminate Issues for Your Family

Draft Your Will and Eliminate Issues for Your Family

Here’s a riddle: What do painter Pablo Picasso, former NFL quarterback Steve McNair and rock star Prince all have in common?Each died without an estate

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The Rules for 401(k)s When You Die

The Rules for 401(k)s When You Die

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,

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“I Do” Means Sharing Financial Info Too

“I Do” Means Sharing Financial Info Too

A sound understanding of your financial status is critical to planning, budgeting and saving toward retirement. Many couples who share their lives together have no

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Protection for a Non-Relative Inheritance

Protection for a Non-Relative Inheritance

“How to avoid elder exploitation and other inheritance headaches.” There’s a growing trend of elder exploitation, according to New Hampshire Magazine’s September 2016 issue in

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Some Things to Know About Trusts

Some Things to Know About Trusts

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

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Disinherited Daughter Sues in New Jersey to Get Piece of Dad’s Estate

Disinherited Daughter Sues in New Jersey to Get Piece of Dad’s Estate

The Algemeiner’s recent article, “New Jersey Woman Fails to Contest Father’s Will Over Alleged Bias Against Jewish Spouse,” said that a panel of three judges

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Don’t Go Commando Without a Will

Don’t Go Commando Without a Will

Did you know you need a will? You really do. Creating a will can make certain that your assets are transferred the way that you

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Don’t Be Like Abraham Lincoln. Create a Will

Don’t Be Like Abraham Lincoln. Create a Will

What do Abe Lincoln, Bob Marley and Prince have in common?You guessed it…they all died without a will.But why?Kiplinger’s article, “4 Strategies to Avoid an

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