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May 31, 2026

What You Should Know About the New Jersey “Exit Tax”

May 31, 2026

Thinking of leaving New Jersey to embark on retirement in less-expensive environs? You’ll need to account for the state’s "exit tax" when doing so.

May 31, 2026

May 14, 2026

Sequence of Returns Risk: How This Can Ruin Retirement Dreams

May 14, 2026

What risk is involved when it comes to early retirement market downturns? Which financial planning tools can help mitigate sequence of returns risk? Read on to find out!

May 14, 2026

January 7, 2026

Biggest Retiree Expenses and How to Minimize Them

January 7, 2026

According to recent BLS data, retiree expenses ring in at over $5k a month. Here are the biggest expenditures and strategies for how to minimize them.

January 7, 2026

October 28, 2025

Bear Markets: What They Are and How to Invest in Them

October 28, 2025

Investing in a bear market is often a scary thing, but you can rely on several techniques to mitigate potential losses. Read this post to learn all about them and more!

October 28, 2025

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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/12/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/12/26

11 Things to Know About a Step-Up in Cost Basis

A step-up in cost basis can erase years of appreciation from an heir's capital gains bill. Learn 11 key rules about inherited assets, trusts, and taxes.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/5/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/5/26

The Importance of Updating Your Retirement Account Beneficiaries

If you have a retirement account or life insurance policy, it’s crucial to stay up-to-date with your list of beneficiaries.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/8/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/8/26

Estate Taxes Explained: Federal, State, Gift, and Inheritance

Estate, inheritance, and gift taxes explained for 2026 — the federal $15M exemption, New Jersey’s inheritance tax, gifting limits, and how to plan around them.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/23/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/23/26

Inherited 401(k) Rules: A Comprehensive Guide

Laws surrounding inherited 401(k)s are often very complicated—and mistakes are costly! Read our post to steer clear of any unpleasant surprises.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/18/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/18/26

How to Divide an Estate Between Siblings

Learn how to fairly divide an estate between siblings, avoid conflicts, and preserve your legacy while maintaining family harmony.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/28/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/28/26

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.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/27/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/27/26

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.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/31/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/31/26

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.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/18/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/18/26

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.