Alerts



Tax Reform Favorably Impacts Life Settlements

   June 8, 2018

A provision of the Tax Cuts and Job Act of 2017 (“TCJA”) addressing the sale of life insurance policies is […]

Premium Financing – Is it Worth Your Clients Consideration?

   September 27, 2017

You may have found recently that many of your wealthy families are being approached with a proposal for life insurance […]

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More Reasons to Consider Transfer Tax Planning

   December 5, 2016

Minority and marketability discounts are important benefits in transfer tax planning for clients with closely held family entities, including limited […]

New Jersey Legislature Passes Bill to Eliminate Estate Tax

   December 5, 2016

To view a more recent update on New Jersey’s estate tax, please click here. The New Jersey Legislature voted this past […]

New Jersey’s Estate Tax Repealed

   December 5, 2016

As reported in our previous alert, it was expected that Governor Chris Christie would sign into law a bill that […]