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,...
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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,...
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? 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 How New Jersey has become more attractive to high-net-worth individuals New Jersey has no...
When you are preparing for what may very well be one of the most important meetings of your life, it’s important to be prepared. Join Sussan, Greenwald &...
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...
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...
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...
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...
A new type of investment account for Americans under the age of 18 has been created and will be available this year. The Working Families Tax Cut Act of 2025 (WFTCA), also known as the One, Big, Beautiful Bill Act (OBBBA), is the new law creating these accounts....