ESTATE PLANNING: BE ALERT! It’s been a long time since Bob Dylan sang, Oh the times, they are a changin’. One thing’s for sure, though: change is...
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Planning for the Future of Your Child with a Disability
Planning for the Future of Your Child with a Disability Life can be complicated when caring for a child or family member with a disability. Imagine...
New Jersey: A Desirable State for High-Net-Worth Individuals
New Jersey: A Desirable State for High-Net-Worth Individuals How New Jersey has become more attractive to high-net-worth individuals New Jersey has no...
The Parade of Horribles and the Parade of Possibles
The Parade of Horribles and the Parade of Possibles The focus of estate planning is to protect your loved ones as well as your hard-earned assets. Estate...
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Latest Blog Posts
Power of Attorney vs. Guardianship in NJ: Which Does Your Family Need?
Key Takeaways: A power of attorney only works if your family member can still understand what they’re signing and agree to it. Once that ability is gone, guardianship through the New Jersey courts is the path. Since April 1, 2026, New Jersey parents can file for...
IEP or 504 Plan for ADHD? What NJ Parents Need to Know
Key Takeaways: ADHD can qualify a child for an IEP in New Jersey. The state’s Other Health Impairment category specifically names ADHD, and the real questions are whether ADHD is affecting your child’s educational performance and whether your child needs specialized...
What Is a 504 Plan? A Guide for New Jersey Parents
For many parents, the first time they hear about a “504 plan” is in a school meeting, often one they entered already worried about. These meetings typically follow an ADHD diagnosis or a teacher's concerns about focus or grades. Many parents nod along while quietly...
The Wrong Box, the Wrong Estimate: How Paperwork Precision Can Make or Break Your Estate Plan
Two recent tax cases have caused a ripple in the estates and trusts community for two different reasons, both of which can significantly affect your will. This month, we examine the first case. The first case, Estate of Rowland v. Commissioner, demonstrates how much a...
What the Federal Special Education Reorganization Means for NJ Families This School Year
When your child has an Individualized Education Program (IEP) or a 504 plan, you’re forced to put in the hard work. The start of each school year means learning new acronyms and navigating the system to get your child the services they’re entitled to. When news of...