Common Estate Planning Questions What is Probate? Probate is the process through which an executor or administrator gathers the assets of a...
Estate Planning
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Estate Planning
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AVOIDING INTESTACY: KNOWLEDGE IS POWER
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?
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
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!
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...
ESTATE ADMINISTRATION: FISCAL OR CALENDAR YEAR?
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?
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
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...
What Happens If You Die Without a Will?
What Happens If You Die Without a Will? Don’t Make the Last Mistake of Your Life! The Top Ten List of Consequences If You Die Without a Will: 1....
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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...
HOW TO EXECUTE A NEW JERSEY ESTATE
A death occurs. Suddenly you must take action to settle your loved one’s final affairs. What do you do next? Your essential job, if you are the executor, to amass and protect all the estate assets and property and to identify and pay all of its debts and taxes, then...
Maintaining a Special Needs Trust
In the all-important process of estate planning, trusts can serve a vast variety of purposes. Their versatility makes trusts a complicated topic, but all of them have a basic structure in common: Trusts empower a trustee to manage assets on behalf of a beneficiary. If...
April is the Cruelest Month: When the Promise of Spring Contrasts with Poor Student Performance
It’s that time of year. The end of the third marking period, also known as IEP season. Has the school staff said your child is doing fine and making good progress, but you don’t see it? You’ve trusted them, but now you have your doubts. Should you follow their...