Category

Estate Planning
25
Feb

Obama Plans to Freeze the Federal Estate Tax at Current Levels and to Make the Estate Tax Marital Deduction "Portable"

February 25, 2009
The Wall Street Journal recently reported here and here that the new administration has decided...
06
Feb

Alzheimer's group pushes for "Silver Alerts" in New Jersey

February 6, 2009
New Jersey may soon join a growing number of states that issue alerts when a...
03
Feb

Annual Estate and Gift Tax Exclusions in 2009

February 3, 2009
Every year the Internal Revenue Service publishes new rates and tables for a variety of...
17
Dec

Pension bill would allow deferrals of 401(k) and IRA withdrawals in 2009

December 17, 2008
Congress approved legislation that would allow retirees to defer withdrawals from their 401(k) plans and...
22
Nov

FDIC Temporarily Boosts Insurance Limit to $250,000, Including Trusts

November 22, 2008
The recently passed Emergency Economic Stabilization Act of 2008 (aka “the bailout bill”) temporarily raises...
20
Oct

Annual Gift Tax Exclusion Jumping to $13,000 Next Year

October 20, 2008
The annual gift tax exclusion will increase from $12,000 to $13,000 effective January 1, 2009,...
13
Oct

Wall Street Journal Article Discusses Estate Planning for Disabled Children and Adults with Special Needs

October 13, 2008
An article in the October 9th edition of The Wall Street Journal discussed estate planning...
28
Jul

Bipartisan Senate Bill Would Fix Estate Tax at 2009 Level

July 28, 2008
A bipartisan bill that would freeze the estate tax at the level that will prevail...
06
May

New Law in Washington State Treats Same-Sex Couples As Married for Purposes of Medicaid Estate Recovery

May 6, 2008
On March 12, 2008, Washington State Governor Christine Gregoire signed into law House Bill 3104,...
1 … 5 6 7

Call Us Today

To schedule a consultation with Vanarelli & Li, LLC, call 908-232-7400 or click here to contact us online. As always, we look forward to hearing from you.

Categories