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...
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5 BY 5 POWER IN TRUST
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
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?
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?
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...
I’m not wealthy — Why do I need an 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...
When (and How) to create a Special Needs Trust
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...
The benefits of a Supplemental Needs Trust for special needs children
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...
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Maintaining a Special Needs Trust
In the all-important process of estate planning, trusts can serve a vast variety of purposes. Their versatility makes trusts a complicated topic, but all of them have a basic structure in common: Trusts empower a trustee to manage assets on behalf of a beneficiary. If...
April is the Cruelest Month: When the Promise of Spring Contrasts with Poor Student Performance
It’s that time of year. The end of the third marking period, also known as IEP season. Has the school staff said your child is doing fine and making good progress, but you don’t see it? You’ve trusted them, but now you have your doubts. Should you follow their...
Tax Proposals Affecting Wealth Transfer: Things to Consider in Your 2025 Estate Plan
The Trump Administration Has Proposed a Couple of Significant Shifts in the Estate Planning Landscape: A Potential Repeal of the Federal Estate Tax. The current estate tax exemption is $13.99 million per person and is scheduled to decrease to approximately $7 million...
Do I Need a Pet Trust?
Do you think of your pet as a family member? If the answer is yes, it’s imperative that you create not just a pet trust but a rock-solid pet trust that precisely covers every detail required to plan for the care of your pet when you are no longer able to. Simply put,...
What are the Five Components of Estate Planning?
A complete and up-to-date estate plan is something that every adult should have. The benefits of well-done estate planning are enormous - not only peace of mind, but also organization for your thoughts and decisions about your financial life. But too many people put...