Insights

As the year comes to a close, the holiday season offers a natural opportunity to reflect—not only on family and traditions, but also on important planning considerations that can have lasting... Read More >

The Looming Estate Tax Challenge for Ultra-High-Net-Worth Individuals For ultra-high-net-worth estate planning, the stakes for estate and asset protection have never been higher—or more urgent. For... Read More >

OBBBA extends many provisions of the 2017 Tax Cuts and Jobs Act while significantly reshaping government spending priorities. Below is a breakdown of key elements that may impact individuals,... Read More >

In this episode of Legacy Lessons, Shawn R. McClelland, Partner in our Tax, Trusts, and Estates Practice Group, walks us through one of the most common estate planning questions families face: Should... Read More >

Martin D. Hauptman, Partner in the Tax, Trusts, and Estates Practice Groups at Mandelbaum Barrett PC, highlights a new development from the New Jersey Division of Taxation: the launch of a pilot... Read More >

Meet the Johnsons, a group of siblings who recently inherited a multi-million-dollar estate after the passing of their parents. The estate includes investment properties, stocks, and other high-value... Read More >

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the stakes for estate and asset protection planning have never... Read More >

The Upcoming Federal Estate Tax Sunset: What You Need to Know Many high-net-worth clients are busy planning for the possibility of a Federal estate tax exclusion sunset scheduled to occur on January... Read More >

The explosive finale of White Lotus Season 3 left fans with more than just plot twists—it raised fascinating legal and tax questions. Chief among them: what are the implications of Greg’s $5... Read More >