Important Information That Will Impact Retirement Accounts
The SECURE Act of 2019 On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. The SECURE Act became effective on ...
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A New Year is a Good Time to Review Your Existing Estate Planning Documents
Happy New Year to you and your family! As the new year begins, it is a good time to review your existing estate planning documents. The most common reasons for updating ...
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In Trusts (and Letters of Direction) We Trust
A common misconception is that estate planning, and in particular, the creation of trusts is only something that applies to wealthy individuals and families. This myth has been exacerbated by ...
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Entity Choice – Do I Change to a C-Corporation?
One of the questions that keeps popping up from my business owner clients is… Should I change my entity to be a C-Corporation? This question has been brought on by ...
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Trump’s Tax Proposal (Part II) – Select Highlights
Earlier this year, we discussed the broad highlights of President Trump’s plan to reform the tax system. As discussed back then the plan was very skeletal in nature. Earlier this ...
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Trump’s Tax Proposal
Now that summer is here and we are approaching the end of the first half of the year I think it makes sense to take a look at what big ...
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New Jersey Estate Tax Law Update
If you live in New Jersey you may have noticed that gasoline prices rose substantially this week. This is the result of a transportation funding bill signed into law by ...
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