As an estate planning attorney, it is my job to talk about death and taxes in a very matter of fact manner. When I sit down with my clients to design their documents, I try to take emotions out of the conference room as we go through what should happens at first death or second death. Continue reading
Now that the new tax law has been underway for a few months now, this is probably a good time for a refresher on how the new changes affect the kiddie tax that could impact some families.
The kiddie tax was first introduced in the Tax Reform of 1986 to close the loophole through Continue reading
I have been, for a while now, one of “those” New Jersey attorneys who likes to recommend Revocable Living Trusts (RLTs) for my clients perhaps more often than a majority of my fellow New Jersey colleagues. When I first started to practice in the area of trusts & estates, I spoke the Continue reading
Two weeks ago, I was fortunate to be able to attend the 52nd Heckerling conference on Estate Planning. This is a conference where the best & brightest minds in estate planning deliver tips & strategies on the latest planning techniques. It was even more fortuitous for me, as a first-time Continue reading
It’s hard to believe that the holiday season is well behind us and we are into the first week of February! This post was originally scheduled for a January submission but due to a recent good interruption last week (my attendance at the Heckerling Conference on Estate Planning in Continue reading