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...
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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...
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...
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Latest Blog Posts
Planning for a Child with Disabilities as They Turn 18 in New Jersey
Turning 18 is a major event from both a social and legal perspective. Most teenagers and their families look forward to 18th birthdays because they represent a new stage of maturity and new opportunities. But for the parents or guardians of young people with...
HEART: A Valentine’s Day Guide for Parents of Children with Special Needs
On Valentine's Day, offer your child your HEART. No, I’m not talking about those funny candy hearts, nor do I refer to a store-bought card. No, your HEART is something far more valuable. It’s you, your presence, your understanding, and your unwavering commitment to...
The Working Families Tax Cut Act: What’s in Your Wallet?
How much could the Working Families Tax Cut Act of 2025 save you? Last month we introduced the legislation and Trump Accounts for Newborns. This month, we're cutting through the complexity to show you the specific provisions that could lower your tax bill. Here’s a...
Estate Planning for Blended Families in New Jersey
When you think about securing the future of your loved ones, estate planning should immediately come to mind. Having the right estate documents written correctly and strategically, and regularly updating them, is the best way to make sure your family has stable...
From Concern to Action: Tracking Your Child’s Educational Progress in 2026
The holidays are over. Decorations are put away. New Year’s resolutions are already fading, and the cold reality of winter has set in. For students with specials needs, that cold reality may begin with post-holiday regression upon their return to school. After the...