By Kevin | Published December 11, 2023 | Posted in Estate Planning, Real Estate, Tax Matters, Wills & Trusts |
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Wills & Trusts
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⟩ Revocable 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 MoreContesting 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
Read MoreNo 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
Read MoreYear 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
Read MoreEstate 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
Read MoreEstate 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
Read MoreEnd 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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