Estate planning in New Jersey is a big task, with many types of documents recognized in state and federal law. But it typically starts with one vital and...
Estate Planning
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Estate Planning
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Trump Accounts Explained: The New Retirement Savings Program for Children Born 2025-2028
A new type of investment account for Americans under the age of 18 has been created and will be available this year. The Working Families Tax Cut Act of 2025...
December Estate Planning To-Dos
December is an ideal time to review your estate plan, just as you might reflect on the past year and set goals for the next. Take these steps to ensure your...
Like-Kind Exchanges in Estate Planning
WHAT is a Like-Kind Exchange? A Like-Kind Exchange is a tool for real estate investors. However, anyone with a type of investment property can benefit from a...
Can the Simultaneous Death Act Be Overridden?
In inheritance law, simultaneous death is a situation in which two people die within a short time and at least one of them would have inherited all or part of...
Duties and Responsibilities of a New Jersey Executor
Being named the executor of a will can be both an honor and a burden. For most people, acting as the executor means a loved one has died and you are carrying...
Trust Basics for Trustees and Beneficiaries
The Basics A trust is an effective tool in estate planning. To create a trust, a person called a grantor specifies which assets go into the trust. The grantor...
Most Essential Estate Planning Documents
Every estate plan should consist of multiple documents which supplement one another. Exactly how many documents and what types you will need for your estate,...
Writing Your Will? Beware Potential “DNA Relatives” Who Can Make a Claim on Your Estate.
What Is Happening? DNA Testing is intruding in the determination of inheritance rights, and it’s not just paternity testing. The new reality is that potential...
WHAT IS ESTATE PLANNING IN NEW JERSEY?
A solid New Jersey estate plan does more than distribute assets—it protects your legacy and spares loved ones from unnecessary burdens. Your plan will...
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Latest Blog Posts
Common Mistakes to Avoid When Drafting a Will in NJ
Estate planning in New Jersey is a big task, with many types of documents recognized in state and federal law. But it typically starts with one vital and straightforward legal document: A will. Every adult should have, and periodically update, a will as a cornerstone...
From Concern to Action: Tracking Your Child’s Educational Progress in 2026
The holidays are over. Decorations are put away. New Year’s resolutions are already fading, and the cold reality of winter has set in. For students with specials needs, that cold reality may begin with post-holiday regression upon their return to school. After the...
Trump Accounts Explained: The New Retirement Savings Program for Children Born 2025-2028
A new type of investment account for Americans under the age of 18 has been created and will be available this year. The Working Families Tax Cut Act of 2025 (WFTCA), also known as the One, Big, Beautiful Bill Act (OBBBA), is the new law creating these accounts....
Is Your Special Needs Child Ready for Holiday Break?
Strategies to Prevent Setbacks and Ensure a Confident Return For students with special needs and their parents, the holidays can be challenging. Although it’s nice for everyone to enjoy a change in routine and to engage in the special events of the season, that can be...
December Estate Planning To-Dos
December is an ideal time to review your estate plan, just as you might reflect on the past year and set goals for the next. Take these steps to ensure your estate documents accurately reflect your current wishes and are properly organized. Review and Update Documents...