Nonresident Estate Planning in New Jersey: What You Need to know
Estate planning gets more complex when you don’t hold U.S. citizenship. Resident aliens (green card holders), visa holders living in […]
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Why I need a SLAT (Spousal Lifetime Access Trust)
A spousal lifetime access trust (“SLAT”) is an irrevocable trust created by one spouse (the grantor spouse) for the primary […]
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What’s New with the Estate Tax After Trump’s Big Beautiful Bill
Significant changes were recently made to the federal estate tax, and the amount of money a person can gift or […]
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Do I need to file a federal estate tax return?
Whether or not you need to file a federal estate tax return depends largely on the estimated value of the […]
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How to Beat an Estate Tax Audit
AN ESTATE TAX AUDIT by the IRS usually results from an estate tax return that either fails to comply with […]
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When are the Proceeds of a Wrongful Death Action Includible in the Decedent’s Estate for Purposes of the New Jersey Estate and Inheritance Tax?
The proceeds of a wrongful death action can be taxed by the NJ Division of Taxation. Care must be taken […]
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