End-of-Year Estates and Trusts Planning: Keep it Simple and Get it Done! As 2022 comes to a close, ask: Have you set forth a cogent estate plan to...
Estate Planning
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Estate Planning
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How Grandparents Can Double the Benefits of Their Estate Planning and Help Their Grandkids or Other Younger Beneficiaries in the Process
How Grandparents Can Double the Benefits of Their Estate Planning and Help Their Grandkids or Other Younger Beneficiaries in the Process Are you a...
The Parade of Horribles and the Parade of Possibles
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...
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...
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Latest Blog Posts
April is the Cruelest Month: When the Promise of Spring Contrasts with Poor Student Performance
It’s that time of year. The end of the third marking period, also known as IEP season. Has the school staff said your child is doing fine and making good progress, but you don’t see it? You’ve trusted them, but now you have your doubts. Should you follow their...
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 current estate tax exemption is $13.99 million per person and is scheduled to decrease to approximately $7 million...
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 precisely covers every detail required to plan for the care of your pet when you are no longer able to. Simply put,...
What are the Five Components of Estate Planning?
A complete and up-to-date estate plan is something that every adult should have. The benefits of well-done estate planning are enormous - not only peace of mind, but also organization for your thoughts and decisions about your financial life. But too many people put...
March is National Disabilities Awareness Month
Why We Celebrate People with disabilities were once relegated to the classroom at the end of the hallway or dumped into institutions where they stagnated, their unique skills and abilities unrecognized and undeveloped. President John F. Kennedy in the 1960’s brought...