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...
Estate Planning
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Estate Planning
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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...
Planning for the Future of Your Child with a Disability
Planning for the Future of Your Child with a Disability Life can be complicated when caring for a child or family member with a disability. Imagine...
ESTATE ADMINISTRATION: FISCAL OR CALENDAR YEAR?
ESTATE ADMINISTRATION: FISCAL OR CALENDAR YEAR? As the executor of an estate, one of the major choices you’ll make is whether to choose the calendar...
WHAT ARE POWERS OF ATTORNEY AND WHY DO I NEED THEM?
WHAT ARE POWERS OF ATTORNEY AND WHY DO I NEED THEM? I. What is a POA? A Power of Attorney (aka POA or letter of attorney) is a written...
New Jersey: A Desirable State for High-Net-Worth Individuals
New Jersey: A Desirable State for High-Net-Worth Individuals How New Jersey has become more attractive to high-net-worth individuals New Jersey has no...
What Happens If You Die Without a Will?
What Happens If You Die Without a Will? Don’t Make the Last Mistake of Your Life! The Top Ten List of Consequences If You Die Without a Will: 1....
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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...
Do Private Schools Have to Provide Accommodations Under Section 504?
Parents of students with disabilities, like most parents, usually want the best for their children’s education. If the public school district in their area of residence is insufficient, parents and guardians may turn to private schools as an option with smaller class...
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 Like-Kind exchange, and New Jersey residents engaged in their own estate planning should discuss the...
What Happens to My Child’s IEP When Transferring Schools?
Moving and changing schools can be challenging for any school-aged child, and especially so for children who are in special education programs. Parents or guardians must manage the needs of their children during this time even as they deal with the logistics of a...
What to Do if You Disagree with Your Child’s Proposed IEP
You’ve attended your child’s IEP meeting after the first marking period. Much to your surprise, the school staff informed you that your child’s performance is markedly different than what you have observed or expected. What is a Parent to Do? Go Prepared. In advance...