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732 201 6460

  • Law Office of Robert Aufseeser
  • 2024
Five Essential Fiduciaries You Need in your Estate Plan

Five Essential Fiduciaries You Need in your Estate Plan

September 24, 2024September 24, 2024 Robert Aufseeser

In estate planning, fiduciaries play a critical role in managing and administering various aspects of an estate, trust, or financial […]

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Estate Planning Estate Planning, Fiduciary Duty, Probate
Should I make a 754 Election when a Partner Dies

Should I make a 754 Election when a Partner Dies

August 6, 2024September 9, 2024 Robert Aufseeser

If you just inherited a share of a partnership, you should strongly consider having that partnership make a “754 election” […]

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Taxation 754 Election, Inheritance, Partnership Tax
Federal Estate Tax Return

Do I Need to Timely File a Federal Estate Tax Return

July 25, 2024September 9, 2024 Robert Aufseeser

If you are the executor of a decedent’s estate, you might be required to file a federal estate tax return. […]

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Taxation Annual Exclusion, Estate Tax Return, Form 706, Form 709, Gift Tax Return, Portability Election
importance of fiduciary accountings

What you need to know about fiduciary accountings

April 30, 2024September 9, 2024 Robert Aufseeser

Fiduciary accountings are a crucial component of administering trusts and estates. These accountings are used to track and report on […]

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Probate Accounting, Fiduciary Accounting, Fiduciary Duty, Probate
Durable Power of Attorney

Durable Power of Attorney – What You Need to Know

March 8, 2024September 9, 2024 Robert Aufseeser

A durable power of attorney (DPOA) is a legal document that grants someone else the authority to make financial and […]

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Estate Planning Estate Planning, Power of Attorney
New Jersey Inheritance Tax

Do I need to file a New Jersey Inheritance Tax Return

February 25, 2024September 9, 2024 Robert Aufseeser

While New Jersey no longer has an estate tax, which is a tax based on the overall size of an […]

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NJ State Law Inheritance Tax, Probate
Understanding Attorney Review

Help with Attorney Review In New Jersey Real Estate Contracts

January 16, 2024September 9, 2024 Robert Aufseeser

Attorney review is a crucial part of negotiating the purchase or sale of real property. New Jersey provides both buyers […]

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Real Estate Attorney Review
Gift Tax Return (Form 709)

Do I Need to File a Federal Gift Tax Return

January 3, 2024January 3, 2024 Robert Aufseeser

Whether or not you need to file a federal gift tax return depends on the amount of the gift and […]

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Taxation Form 709, Gift Tax

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