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...
Estate Planning
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Estate Planning
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I’m not wealthy — Why do I need an estate plan?
Don’t be fooled into thinking you need to have a fat bank account and a mansion house at the Shore to need a sound estate plan – the area of law that covers...
Why DIY Estate Planning Is a Really Bad Idea
The do-it-yourself approach may work for some jobs, but providing for your family after you’re gone is too important to risk making mistakes -- mistakes that...
Over 18? Don’t Wait. Estate Planning Is for Everyone
You may think that estate planning is something you can put off until you’re older – maybe a lot older. But if you’re over 18, it’s never too soon to take...
Here Comes the IRS: Consider the Advantages of a Trust
With tax season upon us, we thought March would be a good time to share a brief overview of some tax benefits that come with the main types of trusts. In...
The Best Valentine Gift May Not be Flowers or Candy – Give Your Loved Ones Peace of Mind
This year, consider showing your love for your partner and family members by getting your estate in order. Why? Begin with the pain caused by the loss of you...
Don’t Drop the Ball on Establishing a Special Needs Trust
We all know how fast time goes by during the holidays – before we know it, the ball will drop on a brand new year! On the bright side, this is a great time to...
Clearing the Cobwebs about Estate Planning
October is the month for apples, pumpkins, crisp fall weather and Halloween spells – and National Estate Planning Awareness Week, October 18-24. For the...
Make 2021 the Year you Act to Protect your Family’s Future
By Mariann Crincoli, Esq. January is the start of a new year, bringing new hopes and possibilities. It’s also National Financial Wellness Month, a great time...
Special Needs Estate Planning: Which Documents Do I Need?
(This is the third article in our multi-part estate planning series.) If you have a child with special needs, there are countless issues you must...
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Latest Blog Posts
So You Think You Need an Expert: A Cautionary Tale (Part III)
So You Think You Need an Expert: A Cautionary Tale Part III: Components of a Good Expert Evaluation This blog is the third in a series of guiding parents in getting a good expert evaluation to serve as the foundation of their child’s IEP or 504 Plan....
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 deceased person, pays their taxes and their debts, and finally transfers any remaining assets to the decedent’s...
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Special Needs Trusts for People with Disabilities
Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that permits parents, grandparents, guardians, or a court to set aside money or property or both for the person with a...
So You Think You Need an Expert: A Cautionary Tale
So You Think You Need an Expert: A Cautionary Tale Part I: Mistakes Parents Make When Seeking a Better IEP or 504 Plan Parents may know their children best, but it is virtually impossible for a parent to have the training and experience to identify and assess...