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How to Include Collectibles in Your Estate Plans

Collectibles In Your Estate Plans

Some of Peggy and David Rockefeller’s favorite charities are certainly very, very happy that the couple had such exquisite taste in art, jewelry and other collectibles. In May, Christie’s auctioned off the Rockefeller collection—proceeds from…

Tax Bill Changes Explained

After the 2016 election, many Americans wondered what the major overhaul to the US Tax Code would look like and what the tax bill changes would be. Rumors circulated that a bill would pass early…

New Jersey Estate Tax Repeal

New Jersey Estate Tax Repeal

Last fall, the state of New Jersey made a momentous step when it announced the phase-out of its state estate tax. This two-step phase-out started with an increased estate tax exemption to $2,000,000 per person…

The 529 Gifting Extravaganza!

Upromise

The 529 is an account that allows for tax free growth only if the funds are used to pay for college education costs.  But did you know that you can potentially use a 529 account as…

Funding Your Charitable Goals with Your Business

Funding Your Charitable Goals With Your Business

Authors: Matt Masterson and Brent Beene Funding Your Charitable Goals with Your Business - Donor Advised Funds Donor Advised Funds (DAFs) are a simple and flexible way for individuals to donate appreciated securities and direct…

Social Security and Medicare Changes for 2017

Social Security And Medicare Changes For 2017

Social Security and Medicare Changes for 2017 The Social Security Administration (SSA) announced a number of changes for 2017 that will affect high income earners in the workforce as well as those that are retired.…

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