A solid New Jersey estate plan does more than distribute assets—it protects your legacy and spares loved ones from unnecessary burdens. Your plan will...
Trusts
Sussan, Greenwald & Wesler >
Trusts
Sussan, Greenwald & Wesler >
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...
Special Needs Trusts for People with Disabilities
Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that...
Charitable Remainder Trusts and Charitable Giving
Charitable Remainder Trusts and Charitable Giving What is a CRUT? CRUT is an acronym for Charitable Remainder Unitrust. A CRUT is a type of...
End of Year Estates and Trusts Planning
End-of-Year Estates and Trusts Planning: Keep it Simple and Get it Done! As 2022 comes to a close, ask: Have you set forth a cogent estate plan to...
The Parade of Horribles and the Parade of Possibles
The Parade of Horribles and the Parade of Possibles The focus of estate planning is to protect your loved ones as well as your hard-earned assets. Estate...
Why DIY Estate Planning Is a Really Bad Idea
The do-it-yourself approach may work for some jobs, but providing for your family after you’re gone is too important to risk making mistakes -- mistakes that...
Here Comes the IRS: Consider the Advantages of a Trust
With tax season upon us, we thought March would be a good time to share a brief overview of some tax benefits that come with the main types of trusts. In...
Type of Trusts
There are two basic types of trusts: living trusts and testamentary trusts. A Living Trust or an “inter-vivos” trust is set up during the person’s lifetime. A...
What you need you know about special Needs Trusts and Estate Planning for your family’s future
Written by Sussan, Greenwald & Wesler Alex Hilsen is an attorney and Certified Financial Planner at Sussan Greenwald & Wesler. In the following...
Contact us now
For a Private Consultation
Latest Blog Posts
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...
A Will or a Trust: Which One Do You Actually Need?
Most people know they should have an estate plan. Unfortunately, as little as 32% of Americans actually do. If you've been putting it off because the whole topic feels overwhelming, complicated, or frightening, you're not alone. But deciding between one or two core...
What Is a Manifestation Determination Review — and What Happens If the School Gets It Wrong?
A Manifestation Determination Review (MDR) can feel overwhelming. It’s overwhelming because it can significantly impact your child’s education. Understanding what’s happening and knowing your rights gives you the confidence to move forward in the best direction....
Do I Have Enough Assets to Need an Estate Plan?
For some of us, the term “estate planning” conjures up images of vast green lawns and Elizabethan-style mansions. Indeed, the primary definition of “estate” is “an extensive area of land in the country, usually with a large house, owned by one person, family, or...