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...
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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...
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...
End of Year Estates and Trusts Planning
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...
Out of District Placement Looming? Preserve Your Right to Reimbursement
Whether your child with special needs requires care your school district is unable to provide or circumstances have led to a sudden need for out of district...
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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Estate Planning: Who, Me?
What Is Your Estate? Your estate is made up of all your assets minus all your liabilities. Your assets may include: Real estate, including your home, rental property, or land Checking and savings accounts Stocks, bonds, or other investments Pensions Annuities...
Congress Approves Nearly $2 Billion for Autism
The Autism Collaboration, Accountability, Research, Education and Support (Autism CARES) Act has been extended for five years. What It Means The five-year extension of this federal law creates a pathway for $1.95 billion to be spent with the funds will going toward:...
Will the Supreme Court Maintain the Filing Requirements of the Corporate Transparency Act?
Business owners should pay close attention to the various rulings and implications in this case involving the CTA. What is the CTA? The Corporate Transparency Act (CTA) is a federal law designed to prevent money laundering and financial crimes. It requires most small...
When Should I Update My Estate Plan in New Jersey?
It’s a simple fact that no one can predict the future with complete certainty, and unexpected health or financial events can occur at any time. Therefore, every adult who possesses any assets ought to make an estate plan, for the sake of the people they care about....
What are the Special Education Classifications in NJ?
The public education infrastructure in New Jersey provides students with specific disabilities access to special education classes and services in order to meet their needs. The purpose of the laws that offer this access is to ensure every student can learn and grow...