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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Like-Kind Exchanges in Estate Planning
WHAT is a Like-Kind Exchange? A Like-Kind Exchange is a tool for real estate investors. However, anyone with a type of investment property can benefit from a Like-Kind exchange, and New Jersey residents engaged in their own estate planning should discuss the...
What Happens to My Child’s IEP When Transferring Schools?
Moving and changing schools can be challenging for any school-aged child, and especially so for children who are in special education programs. Parents or guardians must manage the needs of their children during this time even as they deal with the logistics of a...
What to Do if You Disagree with Your Child’s Proposed IEP
You’ve attended your child’s IEP meeting after the first marking period. Much to your surprise, the school staff informed you that your child’s performance is markedly different than what you have observed or expected. What is a Parent to Do? Go Prepared. In advance...
Can the Simultaneous Death Act Be Overridden?
In inheritance law, simultaneous death is a situation in which two people die within a short time and at least one of them would have inherited all or part of the other’s estate. While this is a relatively uncommon event, it poses several legal problems - the largest...
Duties and Responsibilities of a New Jersey Executor
Being named the executor of a will can be both an honor and a burden. For most people, acting as the executor means a loved one has died and you are carrying out their final wishes. It’s the final task you can do for that person. It’s a very special duty. However, the...