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...
Estate Planning
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Estate Planning
Sussan, Greenwald & Wesler >
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...
HOW TO EXECUTE A NEW JERSEY ESTATE
A death occurs. Suddenly you must take action to settle your loved one’s final affairs. What do you do next? Your essential job, if you are the executor, to...
Tax Proposals Affecting Wealth Transfer: Things to Consider in Your 2025 Estate Plan
The Trump Administration Has Proposed a Couple of Significant Shifts in the Estate Planning Landscape: A Potential Repeal of the Federal Estate Tax. The...
Do I Need a Pet Trust?
Do you think of your pet as a family member? If the answer is yes, it’s imperative that you create not just a pet trust but a rock-solid pet trust that...
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Latest Blog Posts
A Will or a Trust: Which One Do You Actually Need?
Most people know they should have an estate plan. Unfortunately, as little as 32% of Americans actually do. If you've been putting it off because the whole topic feels overwhelming, complicated, or frightening, you're not alone. But deciding between one or two core...
What Is a Manifestation Determination Review — and What Happens If the School Gets It Wrong?
A Manifestation Determination Review (MDR) can feel overwhelming. It’s overwhelming because it can significantly impact your child’s education. Understanding what’s happening and knowing your rights gives you the confidence to move forward in the best direction....
Do I Have Enough Assets to Need an Estate Plan?
For some of us, the term “estate planning” conjures up images of vast green lawns and Elizabethan-style mansions. Indeed, the primary definition of “estate” is “an extensive area of land in the country, usually with a large house, owned by one person, family, or...
Signed, Sealed, and Overlooked: The Items People Forget
When was the last time you reviewed your estate planning documents? Life is busy and brings changes over time. If you haven’t recently reviewed your estate planning documents, pull them out and check them against this list. Read more about the Most Essential Estate...
Does My Special Needs Child Qualify for Extended School Year (ESY) Services?
Key Takeaways: ESY eligibility is based on your child’s individual educational need, not on a category or type of disability. The IEP team determines eligibility based on documented data, including how your child has handled past breaks from school. Having an...