Common Estate Planning Questions Death, taxes … and probate? Not necessarily. You can avoid probate by planning ahead to create non-probate assets....
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Common Estate Planning Questions Death, taxes … and probate? Not necessarily. You can avoid probate by planning ahead to create non-probate assets....
Common Estate Planning Questions What is Probate? Probate is the process through which an executor or administrator gathers the assets of a...
AVOIDING INTESTACY: KNOWLEDGE IS POWER What is Intestacy? The word originates in the Latin “in testatus,” meaning no witness. It means you die without...
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...
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...
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 Life can be complicated when caring for a child or family member with a disability. Imagine...
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...
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a trust beneficiary to take certain withdrawals from the trust. How Does a 5 by 5 Power in Trust Work? The 5...
JULY IS DISABILITY PRIDE MONTH Question: Why do we celebrate Disability Pride Month in July? Answer: July marks the anniversary of the passage of the Americans with Disabilities Act of 1990 (ADA). It’s a great time to celebrate the spirit of the law that was...
Common Estate Planning Questions Death, taxes … and probate? Not necessarily. You can avoid probate by planning ahead to create non-probate assets. Non-probate assets are assets that can be transferred after death to the joint owner without probate. Why...
So You Think You Need an Expert: A Cautionary Tale Part III: Components of a Good Expert Evaluation This blog is the third in a series of guiding parents in getting a good expert evaluation to serve as the foundation of their child’s IEP or 504 Plan....
Common Estate Planning Questions What is Probate? Probate is the process through which an executor or administrator gathers the assets of a deceased person, pays their taxes and their debts, and finally transfers any remaining assets to the decedent’s...