Category: Sophisticated Planning Techniques

Sometimes You Don't Want To Be Number One – New Jersey Leads Combined Federal & State Death Tax Rates

July 8, 2011 Victor Medina Advanced Estate Planning, Sophisticated Planning Techniques, Zero Tax Planning 0 Comments

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.” There was going to be no need to think about estate taxes ever again because […]