SLAT: Take Advantage of Tax Exemption Strategy What’s SLAT? SLAT stands for Spousal Lifetime Access Trust. It is an irrevocable trust that one spouse...
Estate Tax
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Estate Tax
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WHAT ARE POWERS OF ATTORNEY AND WHY DO I NEED THEM?
WHAT ARE POWERS OF ATTORNEY AND WHY DO I NEED THEM? I. What is a POA? A Power of Attorney (aka POA or letter of attorney) is a written...
New Jersey: A Desirable State for High-Net-Worth Individuals
New Jersey: A Desirable State for High-Net-Worth Individuals How New Jersey has become more attractive to high-net-worth individuals New Jersey has no...
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Latest Blog Posts
The Working Families Tax Cut Act: What’s in Your Wallet?
How much could the Working Families Tax Cut Act of 2025 save you? Last month we introduced the legislation and Trump Accounts for Newborns. This month, we're cutting through the complexity to show you the specific provisions that could lower your tax bill. Here’s a...
Estate Planning for Blended Families in New Jersey
When you think about securing the future of your loved ones, estate planning should immediately come to mind. Having the right estate documents written correctly and strategically, and regularly updating them, is the best way to make sure your family has stable...
From Concern to Action: Tracking Your Child’s Educational Progress in 2026
The holidays are over. Decorations are put away. New Year’s resolutions are already fading, and the cold reality of winter has set in. For students with specials needs, that cold reality may begin with post-holiday regression upon their return to school. After the...
Trump Accounts Explained: The New Retirement Savings Program for Children Born 2025-2028
A new type of investment account for Americans under the age of 18 has been created and will be available this year. The Working Families Tax Cut Act of 2025 (WFTCA), also known as the One, Big, Beautiful Bill Act (OBBBA), is the new law creating these accounts....
Common Mistakes to Avoid When Drafting a Will in NJ
Estate planning in New Jersey is a big task, with many types of documents recognized in state and federal law. But it typically starts with one vital and straightforward legal document: A will. Every adult should have, and periodically update, a will as a cornerstone...