It’s a common misconception that a will and an estate plan are the same thing. After all, everyday language is less precise than legal terminology, and many...
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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...
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...
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important  Planning for their child's future is a top priority for any...
5 BY 5 POWER IN TRUST
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? Â A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a...
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...
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...
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...
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...
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...
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Latest Blog Posts
Will vs. Estate Planning: What’s the Difference and Why It Matters
It’s a common misconception that a will and an estate plan are the same thing. After all, everyday language is less precise than legal terminology, and many people believe they’re finished with their estate after making a will if they don’t own a business or have any...
What Can a Special Needs Trust Pay For?
Your estate plan is meant to not only give you peace of mind, but also assist each of your loved ones in different ways. If someone you care about has a disability, the best way to provide for that individual may be setting up a special needs trust. In particular,...
Understanding the Stormy Educational Seas of 2025: A Primer
In the early months of 2025, uncertainty and turmoil over the changes in education have placed school districts and parents in a state of anxiety. This is especially true for parents of students with special needs. History of IDEA and U.S. Department of Education...
Tech Tools For Your Child with Special Needs: Available Accommodations in NJ Schools That Can Transform Learning
As a parent navigating New Jersey's special education system, you're already a fierce advocate for your child. But in the complex world of IEPs and 504 plans, crucial technology accommodations often remain hidden in plain sight—tools and resources your child is...
WHAT IS ESTATE PLANNING IN NEW JERSEY?
A solid New Jersey estate plan does more than distribute assets—it protects your legacy and spares loved ones from unnecessary burdens. Your plan will typically include a will that sets forth your wishes, strategic trusts, essential legal directives, and smart tax...