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...
Estate Planning
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Estate Planning
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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...
Prior Proper Estate Planning Eases Stress of the Unknown
(This article is part two of a multi-part series: Estate Plan Development for Parents of Children with Special Needs) The basic premise of this article...
Organization: 1st Step to Estate Planning for Families with Special Needs
It’s never too late to plan for the future when you have a child with disabilities. While it’s easy to feel that the future is far away and there will always...
The fundamentals of Estate Planning: How to protect your family’s future
One of the best ways to help assure that your assets will be managed for your family as you intend is to develop a comprehensive estate plan designed to meet...
Type of Trusts
There are two basic types of trusts: living trusts and testamentary trusts. A Living Trust or an “inter-vivos” trust is set up during the person’s lifetime. A...
Why a special needs trust is more effective than an ABLE account
Written by Sussan, Greenwald & Wesler Federal lawmakers recently approved a provision that will allow people with disabilities in the U.S. to save money...
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Latest Blog Posts
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...