New Jersey: 973.425.8420 New York: 212.202.2937
Many high-net-worth individuals have a significant portion of their wealth stored in financial assets - e.g. stocks and bonds in a portfolio. With the success of the markets over the last decade, many investors have…
The past decade has been a historic time for interest rates, as they have hovered around unprecedented lows since the Financial Crisis. These favorable interest rate conditions create some compelling estate planning opportunities. One strategy…
With the passage of the Tax Cuts and Jobs Act, the estate and gift tax exemptions were doubled from approximately $5.6 million to $11.2 million per person. With fewer individuals facing an estate tax issue,…
In 2018, the IRS will be raising many of the contribution and exclusion limits that we’ve grown accustomed to over the past few years. Two important provisions that will be increased are the 401(k) contribution…