New Jersey Inheritance Tax

New Jersey Inheritance Tax

  1. Tax Planning for Trusts and Beneficiaries - Planning Distributions.
  2. What it is and how it affects decendents and assets in New Jersey.
  3. Tax assessed based on relationship of beneficiaries to descendent.
  4. Maximum 16% rate.
  5. Planning to minimize costs.
  6. 3-year rule on gifts.

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