NO TIME LIKE THE PRESENT!
NO TIME LIKE THE PRESENT! Why is it so important to get your estate planning done now? Well,...
HOW OFTEN DO I NEED TO UPDATE MY ESTATE PLAN?
HOW OFTEN DO I NEED TO UPDATE MY ESTATE PLAN? There is no hard-and-fast rule as to when you should...
How the New Omnibus Bill Will Benefit Older Adults
How the New Omnibus Bill Will Benefit Older Adults The US Senate and House have just passed a...
Estate Tax
…And the icing on the cake is that your spouse’s estate is also entitled to a $12.9 million estate tax exemption in the year they die, and your unused exemption is added to that amount.
Gift Tax
…And, if you are married, your spouse may also gift $17,000 a year to as many people as they want without having to worry about any gift tax reporting requirements.
Medicaid Asset Protection Trusts & Qualified Income Trusts
Medicaid Asset Protection Trusts & Qualified Income Trusts This past week, I had a 74-year-old...
Top 10 reasons you should hire an estate attorney
When it comes to estate planning, it's important to have an experienced and knowledgeable attorney...
WILL OR TRUST?
WILL OR TRUST? One of the first questions clients ask me during initial consultations is "Trust...
Medicaid Asset Protection Trusts & Qualified Income Trusts
Medicaid Asset Protection Trusts & Qualified Income Trusts This past week, I had a 74-year-old...
What is a Trust?
What is a Trust? A trust is a legal, fiduciary arrangement among a grantor, trustee, and...
The Value of Medicaid Asset Protection and Qualified Income Trusts
The Value of Medicaid Asset Protection and Qualified Income Trusts This past week, I had a...
Why you need an Estate Planning Lawyer
Estate planning is an important task that ensures that your assets and loved ones are protected in...
Prenuptial Agreement
Nowadays, it is common among couples about to embark on married life for the first time- or prior...
WILL OR TRUST?
One of the first questions clients ask me during initial consultations is "Trust Agreement or...
The “Power” of a Power of Attorney
Powers of Attorney are not what comes to mind for most people when thinking about their estate...
Medicaid Planning thru use of Irrevocable Trusts
Did you know that even individuals with substantial estates living in New York or New Jersey may...
Last Will and Testament
Last Will & Testament The Last Will & Testament ("Will") is the backbone of every...
Health Care Proxy & Living Will
Health Care Proxy A Health Care Proxy, also called a Durable Power of Attorney for Health Care,...
THE FAMILY LIMITED PARTNERSHIP
What is a Family Limited Partnership? A family limited partnership ("FLP") is a holding company...
Revocable or Irrevocable Trust? That is the Question
Revocable or Irrevocable Trust?That is the QuestionOften, the most important decision one...
Estate Planning for LGBTQ Individuals & Couples
Did you know that the New Jersey Civil Union Act gives same-sex unmarried couples the same state...
Effective Holistic Estate Planning
Did you know that in addition to safeguarding your financial legacy for future generations, an...
The Benefits of Using an Intentionally Defective Grantor Trust to Transfer Assets
An intentionally defective grantor trust (IDGT) is an estate planning device used by wealthy...
WIll Or Trust
One of the first questions clients ask me during initial consultations is "Trust Agreement or...
Medicaid Asset Protection Trusts & Qualified Income Trusts
This past week, I had a 74-year-old client and her 78-year-old husband ask me if they should...
Revocable or Irrevocable Trust? That is the Question
Often, the most important decision one must make in designing an effective estate plan is choosing...
Using Living Trusts to Safeguard Your Legacy
Did you know that the best way for parents to safeguard their legacy with respect to children who...
Helping Loved Ones Through the Use of Special Needs Trusts
Special Needs Trusts (SNTs) provide for the day-to-day needs of a disabled individual that are not...
The Power of Irrevocable Trusts
Did you know that a properly drafted irrevocable trust can help shield assets from creditors,...