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The thought of inheriting property or assets can often bring mixed emotions. On one hand, it’s a reflection of love from someone who has passed away; on the other, the complexities of inheritance taxes can seem overwhelming. If you are in New Jersey and wondering...
Caring for a loved one with special needs can feel overwhelming at times. Many families share the same worries - how to protect essential benefits like Medicaid and SSI while making informed decisions with assets. First-party Special Needs Trusts can provide...
Many families in New Jersey struggle to understand the responsibilities of a special needs trustee. We see how confusing rules and duties can feel, since we have helped many clients with this same issue. Sometimes it feels like every answer leads to more questions....
Many people worry about paying high capital gains tax when they inherit assets. This concern is very common, and for good reason. The step-up in basis rule can really help ease that burden. We’ve examined how it works and want to share what we’ve learned. This blog...