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Recent Posts
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- Interesting Article from Forbes Magazine on the Five Crucial Estate Planning Mistakes You Are Making
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Category Archives: Sophisticated Planning Techniques
Sometimes You Don’t Want To Be Number One – New Jersey Leads Combined Federal & State Death Tax Rates
One of the first consequences of the new estate tax law for 2011, the one raising the federal exemption amount to $5 million for an individual, was that financial advisors and planners were saying that “estate tax planning was OVER.” … Continue reading
Dotting the "I"s and Crossing the "T"s in the Family
A common tool for a sophisticated estate plan is the creation of a Family Limited Partnership (FLP) or Family Limited Liability Company (FLLC). Basically, these entities allow grantors to get a discount on the assets that they contribute to the … Continue reading