Read our newest research report on inheritance planning and communication. How do you prepare your children for their inheritance without demotivating them? What is the sense of stewardship responsibility among inheritors? Are you communicating with your family or advisor about the impact of wealth on relationships? Many families struggle with inheritance communications and planning, but
Learn why Delaware is a premier location for your new or existing trust.
This Issues and Insights discusses important changes to New Jersey tax law for high-net-worth residents. New legislation in October 2016 raised the New Jersey estate tax exemption to $2,000,000 per person effective January 1, 2017, and repeals the estate tax completely as of January 1, 2018. The New Jersey inheritance tax remains unchanged and applies to transfers