June 23, 2017

The Death of “Death Taxes” in New Jersey

By Scott Miller, Jr.


On October 14, 2016, Governor Chris Christie enacted a new law that will dramatically change the role of “death taxes” in New Jersey. “Death taxes” refer to estate and inheritance tax, which are incurred by heirs following the death of a relative. New Jersey, along with Maryland, are the only two states that levy both […]


READ     |     Reading time: 9 minutes

March 21, 2017

Plan Now for Less Pain Later

By James Behr Jr & Christopher Paleologus


Whether you are approaching retirement or still in the height of your working years, it is always a good idea to review your estate plan and named beneficiaries on accounts. We have discussed in the past the benefits of doing such here and here. Naming beneficiaries can direct your money to your loved ones in […]


READ     |     Reading time: 9 minutes

July 27, 2016

The Benefits of Naming Beneficiaries in Your IRA

By James Behr Jr & Christopher Paleologus


For most people, naming beneficiaries for retirement assets or life insurance policies happens one time – when the account or policy is first started. Typically the named beneficiary is their spouse, after that it’s usually their children, at which point it will most likely never be thought about again. While no one likes to think […]


READ     |     Reading time: 9 minutes

May 2, 2016

Estate Planning Checklist

By James Behr Jr & Christopher Paleologus


You may have seen estate planning mentioned a lot recently in the news regarding the late musician Prince who passed away without his estate in order. Not only can this keep your loved ones from receiving your assets, it can lead to a long, costly process that often results in battles between them as Prince’s […]


READ     |     Reading time: 9 minutes