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Benefits of a Securities-Backed Line of Credit

Securities Backed Line Of Credit

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…

A Guide to Charitable Remainder Trusts

A Guide To Charitable Remainder Trusts

Written by: Chad O'Brien and Peter O'Neill There are types of strategies that when executed properly, can financially support charitable organizations you are passionate about and provide you with significant tax benefits.  Most of our…

An “ING-teresting” Kind of Trust

An “ING-teresting” Kind Of Trust

Have you heard of an ING-teresting trust planning vehicle that can help to reduce or eliminate state income taxes upon the sale of highly appreciated assets?  If you live in a high-income tax state such…

Proactive Income Tax Planning

Proactive Income Tax Planning For The Future

Like most election cycles, there has been a lot of talk about the direction of income taxes.  While the results of the Senate race will not be known until January, we know that neither party…

Understanding New Jersey Millionaire’s Tax

Understanding New Jersey Millionaire’s Tax

The long-rumored Millionaire’s Tax in New Jersey is now law.  After many tries the tax was approved effective January 1, 2020 via a vote in New Jersey’s legislature in late September.  It’s estimated that the…

Medicare’s Annual Election Period

Medicare's Annual Election Period

The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for…

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