Business owners should pay close attention to the various rulings and implications in this case involving the CTA. What is the CTA? The Corporate Transparency...
Estate Planning
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Estate Planning
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When Should I Update My Estate Plan in New Jersey?
It’s a simple fact that no one can predict the future with complete certainty, and unexpected health or financial events can occur at any time. Therefore,...
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important Planning for their child's future is a top priority for any...
5 BY 5 POWER IN TRUST
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a...
Common Estate Planning Questions (Part II)
Common Estate Planning Questions Death, taxes … and probate? Not necessarily. You can avoid probate by planning ahead to create non-probate assets....
Common Estate Planning Questions
Common Estate Planning Questions What is Probate? Probate is the process through which an executor or administrator gathers the assets of a...
AVOIDING INTESTACY: KNOWLEDGE IS POWER
AVOIDING INTESTACY: KNOWLEDGE IS POWER What is Intestacy? The word originates in the Latin “in testatus,” meaning no witness. It means you die without...
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now?
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now? Are you concerned about how to stay organized while dealing with...
ARE YOU SECURE FOR ’24?
ARE YOU SECURE FOR ’24? WHAT IS THE SECURE ACT? The SECURE Act stands for Setting Every Community Up for Retirement Enhancement Act. Signed...
SLAT: Take Advantage of Tax Exemption Strategy
SLAT: Take Advantage of Tax Exemption Strategy What’s SLAT? SLAT stands for Spousal Lifetime Access Trust. It is an irrevocable trust that one spouse...
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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, however, can vary greatly depending upon your situation. For example, many forms of trust and power of...
Mastering IEP Review
As another school year looms, parents of children with special needs may become anxious about their student’s transition into another school year. Maybe last year didn’t go so well and you’d like this year to be better. Or maybe last year was stellar and you want to...
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 heirs are using DNA test kits to discover if they have any outstanding inheritance rights. Through DNA...
What Happens to Your Pet if Something Happens to You?
The happiness of a great majority of American homes is increased by the presence of animals. No less than 70% of households in the United States have at least one pet. That translates to over 90 million pets. Why do so many Americans have pets? Many people ask, "Who...
Summertime: A Perfect Storm of Challenges
For parents of children with special needs, the summer months bring an end to the predictable routine of school. Parents are left to piece together all the components necessary to keep their child safe, engaged, and practicing the skills they’ve learned during the...