Longevity Insurance: Is it a Good Deal for You?
To ensure against running out of assets at the end of one’s life, one available tool is the purchase of a longevity annuity
By Leonard J. Witman and Rachel Ianieri
Self-Settled Life Insurance Trusts: A Viable Alternative?
Is it better to leave the insurance in the client’s name, guaranteeing gross estate inclusion?
By Anthony F. Vitiello
The Trusteed Individual Retirement Account
Trusteed IRAs combine the tax advantage of an IRA with the flexibility and control of a trust
By Frank L. Brunetti
Flawed Documents Prepared With the Best of Intentions
New Jersey courts remain focused on the testator’s intent, rather than rigid compliance with technical rules, when a testamentary document is flawed
By John S. Kiely
NJ’s Estate Tax: An Expensive Oversight for the Unprepared
Tips for reducing or eliminating estate tax, and proposals for leveling the tax playing field in New Jersey as compared to many other states
By Shawn Farrell and Wayne Buckwalter
Business Driving: Tax Rules and Consequences
A tax expert explains the rules and consequences regarding deductions for business-related driving expenses
By Sidney Kess
