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1031 Exchange: How it Works and Rules You Should Know
A 1031 exchange is a sophisticated tax-planning tool that has many advantages, but the process demands strict adherence to IRS rules.
Do you pay taxes on an inheritance?
The need to pay inheritance taxes depends on various factors, including the location of the decedent’s property and his/her relationship to the beneficiary.
The Lifetime Gift Tax Exemption: What You Need to Know
Learn about the lifetime gift tax exemption, annual exclusions, tax-free exceptions, and differences between gift, estate, and inheritance taxes in this article.
Will or Living Trust: Which Do You Need?
Wills and trusts ensure assets transfer smoothly to heirs following your death or incapacitation, but which is right for you?
The New Jersey Inheritance Tax: What You Need to Know
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.
Estate Planning Checklist: How to Get Your Affairs in Order
Want to better understand estate planning basics? Read on for a checklist of steps to take and documents to use when planning your affairs.
Should You Put Your House in a Trust?
Thinking of putting your house in a trust? This article will help prepare you for discussions with your financial advisor or estate attorney.
What is a Will, What Does it Include, and Why Do You Need One?
In this post, we’ll discuss what a will is, why you need one, and situations calling for updates to this important document.
What is Probate, and How Does it Work?
Probate is the legal process used to administer a person’s estate following their death. Learn how to streamline—or even avoid probate altogether!