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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Special Needs Trusts for People with Disabilities
Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that permits parents, grandparents, guardians, or a court to set aside money or property or both for the person with a...
So You Think You Need an Expert: A Cautionary Tale
So You Think You Need an Expert: A Cautionary Tale Part I: Mistakes Parents Make When Seeking a Better IEP or 504 Plan Parents may know their children best, but it is virtually impossible for a parent to have the training and experience to identify and assess...
AVOIDING INTESTACY: KNOWLEDGE IS POWER
AVOIDING INTESTACY: KNOWLEDGE IS POWER What is Intestacy? The word originates in the Latin “in testatus,” meaning no witness. It means you die without a written asset distribution plan, called a will. If you die without a will, you die intestate. What are the...
MARCH IS DEVELOPMENTAL DISABILITIES AWARENESS MONTH
MARCH IS DEVELOPMENTAL DISABILITIES AWARENESS MONTH This annual event is celebrated to raise our personal and collective awareness about the inclusion of people with developmental disabilities into society and to address the barriers that keep them from full...
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now?
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 your grief and administering an estate? Losing a beloved friend or family member is one of life’s most...