Learn about the lifetime gift tax exemption, annual exclusions, tax-free exceptions, and differences between gift, estate, and inheritance taxes in this article.

Wills and trusts ensure assets transfer smoothly to heirs following your death or incapacitation, but which is right for you?

While New Jersey’s inheritance tax remains one of the most complex state-level death taxes, informed planning and sound advice can make all the difference in this respect.

Want to better understand estate planning basics? Read on for a checklist of steps to take and documents to use when planning your affairs.

Thinking of putting your house in a trust? This article will help prepare you for discussions with your financial advisor or estate attorney.

In this post, we’ll discuss what a will is, why you need one, and situations calling for updates to this important document.

Probate is the legal process used to administer a person’s estate following their death. Learn how to streamline—or even avoid probate altogether!

Laws surrounding inherited IRAs are often very complicated—and mistakes are costly! Read our post to steer clear of any unpleasant surprises.

Dying without a will is called "intestacy," and it can cause several challenges for family members left behind. Read all about them here.