Tax Reform Favorably Impacts Life Settlements

   June 8, 2018

A provision of the Tax Cuts and Job Act of 2017 (“TCJA”) addressing the sale of life insurance policies is […]

Premium Financing – Is it Worth Your Clients Consideration?

   September 27, 2017

You may have found recently that many of your wealthy families are being approached with a proposal for life insurance […]

silky abstract background

More Reasons to Consider Transfer Tax Planning

   December 5, 2016

Minority and marketability discounts are important benefits in transfer tax planning for clients with closely held family entities, including limited […]

New Jersey Legislature Passes Bill to Eliminate Estate Tax

   December 5, 2016

To view a more recent update on New Jersey’s estate tax, please click here. The New Jersey Legislature voted this past […]

New Jersey’s Estate Tax Repealed

   December 5, 2016

As reported in our previous alert, it was expected that Governor Chris Christie would sign into law a bill that […]