Insights

The New Jersey Division of Taxation has updated its guidance for military families, effective January 1, 2025. These updates, outlined in Technical Bulletin No. GIT-7, provide clarity on tax issues... Read More >

When it comes to estate planning, family dynamics can complicate the process. Steven Holt, Chair of Tax, & Trusts and Estates at Mandelbaum Barrett, addressed two crucial issues families often face... Read More >

In this episode of LEGACY LESSON, Jason Marx explains the critical differences between wills and trusts through the story of Margaret, a widow ensuring her estate is distributed to her children and... Read More >

Sarah and Raj, a mid-30s couple, are guided by tax, trust, and estates attorney Jason Marx in exploring estate planning strategies for their growing real estate investments. Marx's comprehensive... Read More >

In the inaugural episode of LEGACY LESSON, we delve into a topic rarely discussed openly: the use of divorce as a strategic financial tool in the face of chronic illness. Attorney Shawn McClelland... Read More >

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 >

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 >

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 >

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 >