Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that...
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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...
ESTATE PLANNING: BE ALERT!
ESTATE PLANNING: BE ALERT! It’s been a long time since Bob Dylan sang, Oh the times, they are a changin’. One thing’s for sure, though: change is...
Planning for the Future of Your Child with a Disability
Planning for the Future of Your Child with a Disability Life can be complicated when caring for a child or family member with a disability. Imagine...
Charitable Remainder Trusts and Charitable Giving
Charitable Remainder Trusts and Charitable Giving What is a CRUT? CRUT is an acronym for Charitable Remainder Unitrust. A CRUT is a type of...
I Already Have an Estate Plan. What About My Pets?
I Already Have an Estate Plan. What About My Pets? You’re a planner. You set out goals and you achieve them. You’ve got a comprehensive estate plan...
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...
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Latest Blog Posts
Common Mistakes to Avoid When Drafting a Will in NJ
Estate planning in New Jersey is a big task, with many types of documents recognized in state and federal law. But it typically starts with one vital and straightforward legal document: A will. Every adult should have, and periodically update, a will as a cornerstone...
Is Your Special Needs Child Ready for Holiday Break?
Strategies to Prevent Setbacks and Ensure a Confident Return For students with special needs and their parents, the holidays can be challenging. Although it’s nice for everyone to enjoy a change in routine and to engage in the special events of the season, that can be...
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...