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 Tax
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Estate Tax
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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...
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Latest Blog Posts
Common Mistakes to Avoid When Drafting a Will in NJ
Estate planning in New Jersey is a big task, with many types of documents recognized in state and federal law. But it typically starts with one vital and straightforward legal document: A will. Every adult should have, and periodically update, a will as a cornerstone...
From Concern to Action: Tracking Your Child’s Educational Progress in 2026
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...
Trump Accounts Explained: The New Retirement Savings Program for Children Born 2025-2028
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....
Is Your Special Needs Child Ready for Holiday Break?
Strategies to Prevent Setbacks and Ensure a Confident Return For students with special needs and their parents, the holidays can be challenging. Although it’s nice for everyone to enjoy a change in routine and to engage in the special events of the season, that can be...
December Estate Planning To-Dos
December is an ideal time to review your estate plan, just as you might reflect on the past year and set goals for the next. Take these steps to ensure your estate documents accurately reflect your current wishes and are properly organized. Review and Update Documents...