The Basics A trust is an effective tool in estate planning. To create a trust, a person called a grantor specifies which assets go into the trust. The grantor...
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The Basics A trust is an effective tool in estate planning. To create a trust, a person called a grantor specifies which assets go into the trust. The grantor...
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important  Planning for their child's future is a top priority for any...
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? Â A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a...
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
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....
I Already Have an Estate Plan. What About My Pets? You’re a planner. You set out goals and you achieve them. You’ve got a comprehensive estate plan...
Don’t be fooled into thinking you need to have a fat bank account and a mansion house at the Shore to need a sound estate plan – the area of law that covers...
A Special Needs Trust is one that is designed to supplement the government benefits that your disabled child receives. Because of this, they are sometimes...
As a child grows up, a parent’s biggest financial concern might be saving for college. But it might be wise to look ahead even further to help ensure your son...
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...
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...
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...
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...
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...