P.L. 2016, Ch. 57 (October 14, 2016) For New Jersey residents dying in calendar year 2017, the exemption amount from New Jersey Estate Tax which was previously $675,000, has been raised to $2 million per person. The estate tax... Continue Reading
Use Your Account To Pay “Qualified Disability Expenses” Education Housing Transportation Employment Training/Support Assistive Technology/Personal Support Services Health Prevention/Wellness ... Continue Reading
ABLE SAVINGS PROGRAM BENEFITS Keep Your Needs-Based Benefits PA ABLE Savings Program accounts are an addition to, not a replacement of, government programs and do not affect eligibility for any federal needs-based programs... Continue Reading
PA ABLE Savings Program for Disability-Related Expenses A PA ABLE account gives individuals with qualified disabilities (Eligible Individuals), and their families and friends, a tax-free way to save for disability-related... Continue Reading
Despite inflation indexing, certain families will still need advanced estate and gift tax planning: Estate Planning Still Matters Those where the value of their estate at death is likely to exceed the applicable exclusion... Continue Reading