01 Sep Your Revocable Trust Is Not a Taxpayer
I get this call a few times a year. A client owns commercial real estate in two or three states. They want to do a 1031 exchange. They believe the...
I get this call a few times a year. A client owns commercial real estate in two or three states. They want to do a 1031 exchange. They believe the...
A client told me something I hear often from families with shore property: "Once you give up property on this island, you're not coming back. It's a one-way exit." He...
A Grantor Retained Annuity Trust (GRAT) can be a powerful estate planning strategy for families whose assets exceed federal or state estate tax exemptions. By transferring appreciating assets into an...
A Spousal Lifetime Access Trust (SLAT) can help married couples reduce estate taxes while preserving indirect access to transferred assets. Learn how SLATs work, their tax advantages, creditor protection benefits,...
New York doesn't recognize estate tax portability. Learn how married couples can lose over $1 million in unnecessary estate taxes without proper planning....
Most parents spend years building trusts, structuring estate plans, and protecting family wealth for future generations. Yet one of the biggest threats to that legacy may come from a place...
A couple I know spent two decades building a business in New Jersey. They had a solid estate plan. Revocable trust, irrevocable trusts for the kids, powers of attorney, the...
What if you could transfer millions of dollars to your children or grandchildren while making a gift that, on paper, is worth almost nothing? That’s exactly what a Grantor Retained...
There’s a conversation that most family businesses need to have but almost none of them do. It’s not about strategy or marketing or even money. It’s simpler than that. And...
When planning your estate, most families focus on taxes, asset distribution, and wealth transfer. But one of the biggest threats to your legacy often goes overlooked: your child’s divorce. With...