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Estate Planning Explained by Jason Marx: Phases and...
Jason Marx breaks down the critical phases and components of estate planning. Whether you're starting your estate plan or looking to update an existing one, this video provides valuable insights into... Read More > -
Essential Surrogate Decision Making Documents...
Jason E. Marx, partner at Mandelbaum Barrett PC, emphasizes the critical role of surrogate decision-making documents, such as powers of attorney, living wills, and advanced healthcare directives.... Read More > -
Understanding the 2024 IRS Updates on Estate and Gift Tax...
In 2024, significant changes to the IRS regulations regarding estate and gift tax exemptions are set to take effect. These updates, critical for individuals and couples engaged in estate planning,... Read More > -
2024 Updates to the Lifetime Exemption to the Federal Gift...
The IRS has announced some important updates to the federal gift and estate tax exemptions for the year 2024. These updates have significant implications for individuals and couples who are... Read More > -
Video: The Wildenstein Case, Tax, Trusts & Estates....
Join us as we explore Silvia Wildenstein's quest to rectify her inheritance. With insights from Chris Zona, white-collar crime and criminal defense attorney, and Shawn McClelland tax, trusts, and... Read More > -
Legal Insights on Claiming a Lottery Jackpot...
Partner in the Commercial Litigation & White Collar and Criminal Defense Group, Chris Zona, and Partner in the Tax, Trusts & Estates Practice Gorup, Shawn McClelland, discuss the steps you... Read More > -
The Crucial Role of Domicile for Retirees: Insights from a...
When retirees consider relocating to a new state to enjoy their retirement, they often overlook the significance of establishing domicile in their chosen location. As a trusts and estates attorney, I... Read More > -
5 Rights That Trust Beneficiaries Have...
As a trust beneficiary, you may feel that you are at the mercy of the trustee, but depending on the type of trust, beneficiaries may have rights to ensure the trust is properly managed. A trust is a... Read More > -
Tax Alert: NJ Retirement Guide...
The New Jersey Division of Taxation has prepared a tax guide for retirees in New Jersey discussing the taxability of various sources of retirement income including pensions, IRAs and annuities. Some... Read More >