Appointment of a NJ Funeral Representative
In 2019, the State of New Jersey quietly updated the law with respect to the appointment of a Funeral Representative. Under the old law, in order to designate a Funeral Representative, the only way to...
View ArticleWhat is a QDOT?
A QDOT (Qualified Domestic Trust) is a trust for the benefit of a surviving non-citizen spouse that defers the federal estate tax following the death of the first spouse. A Qualified Domestic Trust...
View ArticleFederal Estate Tax Portability
Historically in America, each citizen and permanent resident had a certain amount of assets that they could pass on to their heirs free of an estate tax. This amount is known as the federal estate tax...
View ArticleInflation Updates for 2022
Every year the Internal Revenue Service publishes a list of inflation adjustments. […] The post Inflation Updates for 2022 appeared first on The Pollock Firm LLC.
View ArticleElizabeth Ketterson Interview
We are proud to announce that Elizabeth Ketterson, Esq. has been featured […] The post Elizabeth Ketterson Interview appeared first on The Pollock Firm LLC.
View Article6 Reasons Why a Living Trust Can Be Better Than a POA in Florida
Clients frequently ask us the difference between a Living Trust and a […] The post 6 Reasons Why a Living Trust Can Be Better Than a POA in Florida appeared first on The Pollock Firm LLC.
View ArticleUsing Debt as a Tool in Estate Planning
The practice of estate planning is more than just the preparation of Wills, Trusts, Powers of Attorney, and Living Wills. We also consult with many clients regarding how to structure their wealth....
View ArticleHow a Trust Can Make a Private Loan to Save a Marriage
Recently, I wrote an article about how to use debt as a […] The post How a Trust Can Make a Private Loan to Save a Marriage appeared first on The Pollock Firm LLC.
View ArticleEstate Planning for Blended Families
Estate planning for blended families can be very tricky. Even when there […] The post Estate Planning for Blended Families appeared first on The Pollock Firm LLC.
View ArticleWhat is a Revocable Living Trust?
A Revocable Living Trust is a common estate planning document that is […] The post What is a Revocable Living Trust? appeared first on The Pollock Firm LLC.
View ArticleIRS Now Allows For 5 Year Estate Tax Portability Election
Under a new IRS ruling, a surviving spouse now has 5 years […] The post IRS Now Allows For 5 Year Estate Tax Portability Election appeared first on The Pollock Firm LLC.
View ArticleUnderstanding Basis
The original cost of an asset is only the starting point for determining basis. The post Understanding Basis appeared first on The Pollock Firm LLC.
View ArticleInflation Updates for 2023
Every year the Internal Revenue Service publishes a list of inflation adjustments. You can find them on the IRS website in Revenue […] The post Inflation Updates for 2023 appeared first on The Pollock...
View ArticleFake Will – An Extreme Example to Help Understand NJ Intestate Laws
Have you ever wondered what happens if you don’t have a Will? The answer is that you die intestate, and the laws […] The post Fake Will – An Extreme Example to Help Understand NJ Intestate Laws...
View ArticleHow to Manage a Revocable Trust
Back in May of 2022, I wrote a post explaining What is a Revocable Living Trust. In this post, I would like […] The post How to Manage a Revocable Trust appeared first on The Pollock Firm LLC.
View ArticleRobert J. Goldberg, Esq. Joins The Pollock Firm
The Pollock Firm LLC is pleased to announce that Robert J. Goldberg has joined our firm as an associate attorney. Rob grew up in Haddonfield, New Jersey and graduated cum laude from Rutgers New...
View ArticlePet Trusts (Trusts for Animals)
The attorneys at The Pollock Firm LLC are available to assist you if you wish to create an animal trust or a pet trust. The post Pet Trusts (Trusts for Animals) appeared first on The Pollock Firm LLC.
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Estate Administration and Bad Credit
Everybody knows that good credit is important for receiving favorable financing terms when buying a car or a house. Let me give you another reason to keep your credit up – Estate Administration and Bad...
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Everything You Should Know About Stretch IRA Trusts
Stretch IRA Trusts are specifically designed to receive retirement funds in a tax efficient manner. The post Everything You Should Know About Stretch IRA Trusts appeared first on The Pollock Firm LLC.
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Tax Day 2023 is Coming
Hello all. This is just a friendly reminder that April 18 is Tax Day for 2023. Returns for income taxes for individuals, trusts, and C-Corporations that use the calendar year as its fiscal year are due...
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