ARE YOU SECURE FOR ’24?  WHAT IS THE SECURE ACT? The SECURE Act stands for Setting Every Community Up for Retirement Enhancement Act. Signed...
Estate Planning
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Estate Planning
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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...
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...
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Latest Blog Posts
Planning for a Child with Disabilities as They Turn 18 in New Jersey
Turning 18 is a major event from both a social and legal perspective. Most teenagers and their families look forward to 18th birthdays because they represent a new stage of maturity and new opportunities. But for the parents or guardians of young people with...
HEART: A Valentine’s Day Guide for Parents of Children with Special Needs
On Valentine's Day, offer your child your HEART. No, I’m not talking about those funny candy hearts, nor do I refer to a store-bought card. No, your HEART is something far more valuable. It’s you, your presence, your understanding, and your unwavering commitment to...
The Working Families Tax Cut Act: What’s in Your Wallet?
How much could the Working Families Tax Cut Act of 2025 save you? Last month we introduced the legislation and Trump Accounts for Newborns. This month, we're cutting through the complexity to show you the specific provisions that could lower your tax bill. Here’s a...
Estate Planning for Blended Families in New Jersey
When you think about securing the future of your loved ones, estate planning should immediately come to mind. Having the right estate documents written correctly and strategically, and regularly updating them, is the best way to make sure your family has stable...
From Concern to Action: Tracking Your Child’s Educational Progress in 2026
The holidays are over. Decorations are put away. New Year’s resolutions are already fading, and the cold reality of winter has set in. For students with specials needs, that cold reality may begin with post-holiday regression upon their return to school. After the...