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
The Wrong Box, the Wrong Estimate: How Paperwork Precision Can Make or Break Your Estate Plan
Two recent tax cases have caused a ripple in the estates and trusts community for two different reasons, both of which can significantly affect your will. This month, we examine the first case. The first case, Estate of Rowland v. Commissioner, demonstrates how much a...
What the Federal Special Education Reorganization Means for NJ Families This School Year
When your child has an Individualized Education Program (IEP) or a 504 plan, you’re forced to put in the hard work. The start of each school year means learning new acronyms and navigating the system to get your child the services they’re entitled to. When news of...
Special Education Just Got a New Chain of Command. Here’s What Parents Actually Need to Know.
If you're the parent of a child with an IEP or 504 plan, you've probably had a knot in your stomach this summer. Repeated headlines about transferring oversight of special education out from under the DOE umbrella have combined with frantic concerns over what this...
How to Prepare Your Child’s IEP for Next Year — or a Brand-New School
As summer days flow toward a new school year — or as a new school looms on the horizon — many parents of children with special needs feel a familiar mix of emotions: hope, uncertainty, and more than a little anxiety. Will the new teacher get my child? Will the...
Does an IEP Follow You to College? What N.J. Families Need to Know Before Graduation
If your child has an Individualized Education Program (IEP), you’ve spent years sitting in meetings, pushing back against goals that don’t fit, and learning more acronyms than you ever wanted to know. As graduation draws closer, it’s normal to assume that the...