9 Items to Consider When A Loved One Passes

9 Items to Consider When A Loved One Passes

Losing a loved one is an emotional and challenging experience, and dealing with the financial aspects of their passing can be overwhelming. One area that often proves to be a labyrinth of complexities is estate taxation. In this guide, we will explore key...
When You Might Not Need A Trust

When You Might Not Need A Trust

When it comes to estate planning, trusts are often employed to transfer wealth to the next generation. Trusts can provide numerous benefits, including asset protection, privacy, and control over the distribution of assets.  There are plenty of circumstances when  a...
Taxation of IRA Accounts in New Jersey

Taxation of IRA Accounts in New Jersey

How the state of New Jersey and the federal government tax Individual Retirement Accounts can be confusing for many taxpayers. Tax professionals strongly advise people to not only keep track of their personal contributions, but to also keep good records each year, as...