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With advances in medical technology, it’s increasingly possible to live a long and active life. Experts in longevity planning use advanced medical testing to create

Recently effective legislation in New Jersey adjusts the amount of retirement income excluded from the state's income tax, doubling that amount to $40,000. An increase

Business Insider’s recent article, “A financial adviser shares a 5-step checklist to complete before the end of 2016,” notes that many folks spend more time

Both President-Elect Trump and the Republicans in the House of Representatives have proposed to end the estate tax. Started in 1916, the tax was first

We all take some time at the end of the year to reflect. As you consider 2016, you can certainly agree that the year had

As CBS Boston explains in “Our Families: Giving It Away,” your federal estate tax exemption, or the amount you can give away tax free when

A GRAT is a trust that is typically created by a grantor who transfers assets, like stock or closely-held business interests, to the GRAT for

Kiplinger’s recent article, “FAQs About Required Minimum Distributions for Retirement Accounts,” contains some practical advice to help you comply with IRS requirements. For example, if

While considering your long-term investment goals, meet with your team of professional advisors to look at any issues or changes that could impact your typical

A living trust is a legal document that holds title to your assets for your benefit (and likely with you as the trustee) while you're

“Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location,

You can use the details on Form 1040 to spark discussions about much more than tax planning with your estate planning attorney, says CNBC, in