Common Estate Planning Questions Death, taxes … and probate? Not necessarily. You can avoid probate by planning ahead to create non-probate assets....
Estate Planning
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Estate Planning
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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...
WHAT HAPPENS IF MY SPOUSE AND I DIE AT THE SAME TIME?
WHAT HAPPENS IF MY SPOUSE AND I DIE AT THE SAME TIME? The Parade of Horribles There’s an overarching principle taught to law school students. It’s...
I’M SINGLE & CHILDLESS. DO I STILL NEED A WILL?
I’M SINGLE & CHILDLESS. DO I STILL NEED A WILL? What happens if I don’t have a will? If you haven’t set forth your final wishes in a legally...
Using an Intentionally Defective Grantor Trust
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
ESTATE PLANNING: BE ALERT!
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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Latest Blog Posts
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 out their final wishes. It’s the final task you can do for that person. It’s a very special duty. However, the...
Your IEP Meeting: What to Expect
Your IEP Meeting: What to Expect For experienced parents of children with special needs, an IEP meeting can still feel like a battleground with the school staff on one side and the parents on the other. First-timers may feel especially blindsided by the way these...
When Should You Hire a School Discipline Defense Attorney in New Jersey?
Disciplinary matters at public schools in New Jersey are very serious and likely also stressful for students who are involved and their parents. Just as the Garden State is known for great schools, it also has a reputation for robust and even heavy-handed school...
My Child’s IEP Includes Accommodations and Modifications. What’s the Difference?
IEP’s are complex, detailed legal documents that contain an educational program for each child with special needs. They can often be confusing, and sometimes specific details get lost. One example: Do parents of children with special needs know the difference between...
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 then designates another person called the trustee to oversee the trust for the person called the beneficiary...