By Kevin | Published September 26, 2024 | Posted in Business Services, Estate Planning, Landlord Tenant, Real Estate, Tax Matters |
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Estate Planning
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⟩ New Jersey Real Estate Property Tax Assessment Review: October 1st!
New Jersey Real Estate Property Tax Assessment Review: October 1st! New Jersey municipal and county tax assessors begin review of real property tax assessment values and valuations on and after October 1 of each year, based upon prior years sales and other data. Now is an opportune time to begin review of current assessments and Read More
Read MoreNational Make a Will Month – Estate Planning!
National Make a Will Month Do you have a Last Will & Testament and or a full estate plan in place? As we are nearing the end of August, you can start, or review, your estate planning, as August is the National Make a Will Month. It is a great time to get your estate Read More
Read MoreIf A Person Dies Without A Will, Then Estate Administration, Not Probate, Is Required By County Surrogate Court
“What happens if a person dies without a Last Will & Testament” is an issue many may need to address. When no Will nor legitimate Will nor Trust exists, estate administration is then in lieu of probate and can be a bit more onerous and complex. A person’s real and personal property to be marshaled Read More
Read MoreYou and or Your Business Need Life Insurance: Buy Sell Agreement and or Succession Planning!
You and or Your Business Need Life Insurance: Buy Sell Agreement and or Succession Planning! Personal and or Business life insurance is often used for buyout and or a buy sell agreements as well as other related bylaws or operating agreement provisions. Business life insurance can support your business financially if something happens to you, your Read More
Read MoreNEW JERSEY PROPERTY TAXES: HOW MUCH SHOULD YOU BE PAYING? New Jersey Real Property Tax Assessment Appeal 2024
NEW JERSEY PROPERTY TAXES: HOW MUCH SHOULD YOU BE PAYING? New Jersey 2024 Real Property Tax Assessment Appeals: Are You Paying Too Much? Many real property / real estate owners in New Jersey may be paying more than their fair share of property taxes. Property tax assessment for 2024 are addressed by sales, rental rates/income Read More
Read MoreRevocable Living Trust: Estate Planning Aspects; Avoid Probate; Private Control of Assets; Mitigate Taxes
Revocable Living Trust: Estate Planning Aspects; Avoid Probate; Private Control of Assets; Mitigate Taxes -If you have a Will consider a Living Trust. A Will may not be the best plan for you and your family. A Will does not avoid probate and must be validated by the Surrogate court before it can be enforced Read More
Read MoreEstate Plan, Wills, Trusts & Tax Mitigation Strategies To Consider Now!
Estate Planning & Tax Mitigation Strategies to Consider Now Prior To The Estate Tax Exemption Expiration In 2023 you may transfer $12.92 million ($25.84 million combined portability for married couples) out of your taxable estate without any tax. This amount will reduce/reset in two (2) years when the current Federal lifetime estate tax exemption expires Read More
Read MoreEstate Planning: Get Your Estate Plan In Place To Avoid Estate Administration!
Estate Planning: Get Your Estate Plan In Place To Avoid Estate Administration! 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 Read More
Read MoreYou Can Be Worth More Dead Than Alive: Your Estate Value May Be Larger than You Know!
You Can Be Worth More Dead Than Alive: Your Estate Value May Be Larger than You Know! How much are you worth? What is your estate valuation along with directed assets and life insurance worth? These valuations can be very disparate. When you pass, your beneficiaries may receive a large inheritance even though your current Read More
Read MoreTHE DEADLINE TO FILE YOUR PROPERTY TAX ASSESSMENT PETITION OF APPEAL IS APRIL 3, 2023*
*IN NEW JERSEY, MOST MUNICIPAL & COUNTY DEADLINES FOR YOU TO FILE YOUR PROPERTY TAX ASSESSMENT PETITION OF APPEAL IS APRIL 3, 2023, BY 4:00 P.M. (Again, Depending upon your Municipality and or County). Despite the ongoing real estate market activity, many real estate property owners in New Jersey may be paying more than their Read More
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