New Jersey may have high taxes and crowded highways, but one thing it does have going for it is relatively simple probate process. Even though the process is straightforward, here are some common pitfalls to avoid:   Send Out the Notice of Probate. Whether you are probating a written will as a named executor, or…

Or, Why Do I Have To Sit In The Reception Area? Very often, an older client will come to my office for an initial consultation for estate planning, and they will bring their son, daughter, or grandchild with them. Sometimes, it is the family member themselves that sets up the appointment. The client wants the…

The Tax Cuts and Jobs Act of 2018 became law on December 22, 2017, and with it, tax professionals across the country cancelled their holiday plans to make sense of the sweeping changes to the tax code. The changes to the estate tax provisions are not so hard to understand, and they probably won’t affect…