New Jersey Estate Planning & Probate Law Center

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Estate Tax Marital Deduction: Don’t "Overqualify"

By Parag P. Patel, Esq.
This article is for my clients who mistakenly believe that they do not need estate planning advice because they plan to leave all their assets to their spouse and will have no estate tax liability due to the marital deduction. In this regard, it’s important to understand one danger the [...]