What Is Your Estate? Your estate is made up of all your assets minus all your liabilities. Your assets may include: Real estate, including your home,...
Estate Planning
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Estate Planning
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Will the Supreme Court Maintain the Filing Requirements of the Corporate Transparency Act?
Business owners should pay close attention to the various rulings and implications in this case involving the CTA. What is the CTA? The Corporate Transparency...
When Should I Update My Estate Plan in New Jersey?
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,...
Common Estate Planning Questions (Part II)
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
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
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...
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Latest Blog Posts
Long-Term Care and Medicaid Planning
No one likes to think about the possibility of needing long-term care, but the statistics tell a sobering story: nearly 70% of Americans turning 65 today will require some form of long-term care services during their lifetime. In New Jersey, where the costs of care...
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...