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Kevin
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Real Property Life Estate Deed: Part of Your Estate Planning?

People often seek advice as to gifting assets while alive or after they pass within their estate plan. For planning purposes as to real property, a Life Estate Deed is an option, and for some may make sense, and for others it may not. The biggest concern as to a Life Estate is the ability Read More

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Limited Liability Company (LLC) Tax Status: Corporation, Partnership or Disregarded Entity!

Limited Liability Company (LLC) Tax Status: Corporation, Partnership or Disregarded Entity! A Limited Liability Company (LLC) is an entity created by and subject to state statutes. Depending on elections made by the LLC, and the number of members within of the LLC, the IRS will treat an LLC either as a corporation, a partnership, or Read More

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Contesting a Last Will & Testament in the State of New Jersey: Undue Influence and or Diminished Capacity

Contesting a Last Will & Testament in the State of New Jersey: Undue Influence and or Diminished Capacity Diminished capacity and or undue influence are part of several grounds to challenge the validity of a Last Will & Testament. The supporting evidence must show that the beneficiary or other party of interest had motive and Read More

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504 or 7A Small Business Loans; Commercial Real Estate & Business Capital: Work Through The Process

504 or 7A Small Business Loans; Commercial Real Estate & Business Capital: Work Through The Process! Small Business Administration (SBA) Loans, know as 504 and 7a, can support commercial real estate as well as business operations. When considering a small business loan there are several loan options, however many business owners and operators review and Read More

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No Will? No Trust? Here Comes Estate Administration in New Jersey!

No Will? No Trust? Here Comes Estate Administration in New Jersey!   Questions and or matters always arise as to how you may have to administer to a decedents estates where the decedent does not have a Will or any valid Will. In the State of New Jersey, if no Will or no valid Will exists, Read More

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Year End Is Here! Review, Assess & Address Your Personal Matters & Business Matters!

Year end is here. Now is an opportune time to review, assess and address your personal matters and business matters as to any changing occurrences, existing issues and ongoing operations, to then address same for next year. Reach out to your trusted advisors as to these matters for year end review, and as to your Read More

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Estate Planning Review – IRA Required Minimum Distributions: Due December 31!

Estate Planning Review – IRA Required Minimum Distributions: Due December 31! Each year the Internal Revenue Service (IRS) notices taxpayers over the age of 72 as to their now required minimum distribution (RMD) on or before December 31.  An exception exists for IRA owners who turned age 72 in the current year, 2022. They may delay Read More

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Estate Planning & Inheritance Tax: What It Is; How Calculated & Who Pays It?

Estate Plan & Inheritance Tax: What It Is; How Calculated & Who Pays It? An inheritance tax is a tax imposed by only a few States on the recipients of inherited assets. In contrast to an estate tax, an inheritance tax is paid by the recipient of a bequest rather than the estate of the Read More

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End of Year Review of Retirement Plans & Estate Plans

Now is the time of year to review your matters to include retirement plans and estate plans.  Potential updates as to your current professional and personal plans can be reviewed and then identified, based upon any life changes, to then address matters to include intended beneficiaries, authorized representatives and fiduciary appointments. Changes, amendments, codicils and Read More

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End of Year Approaching: Review, Revise, and Plan for your Business & Bring on the New Year!

End of Year Approaching: Review, Revise, and Plan for your Business & Bring on the New Year! The end of the year (based upon your business/entity utilizing a calendar year end) presents opportunities to assess the current year AND plan for the next year based upon the year that has been. Analyzing the past year Read More

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Mailing Address
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Haddonfield, New Jersey 08033-0186
Phone: 856-428-5577