Estate Planning

You might think, instead of writing a will or creating a trust, why not just give away your assets now and save everyone the trouble later? It sounds simple - no lawyers, probate or other formalities - just a generous hand-off to your loved ones. However, such an...

You’ve worked hard to accumulate your wealth. If you haven’t already, now is the time to figure out how those assets will be dispersed when the time comes. But the thought of your loved ones inheriting your estate might leave you on edge, especially if you’re...

In the digital age, your smartphone holds more than just messages and photos—it may be a key piece of your legacy. That’s why Apple introduced the Legacy Contact feature for iPhone users. This tool allows you to designate a trusted individual who can access your Apple...

When it comes to estate planning, one of the most challenging decisions parents face is how to divide their estate among their children. While the concept of equality might seem like the simplest and fairest approach, the reality is often more complicated.  It is...

New Jersey’s aging population makes elder fraud a pressing issue. By 2025, nearly 18% of the state’s residents will be 65 or older, a 31% increase since 2010. More seniors mean more potential targets for fraudsters. And the numbers are alarming. A June 14, 2024, FBI...

In the case In the Matter of the Estate of Michael D. Jones, the Supreme Court of New Jersey addressed a critical issue: whether an ex-spouse's rights as a designated beneficiary on U.S. savings bonds were nullified by divorce. Background of the Case Michael D. Jones...

Planning for a family member with a disability comes with a unique set of challenges. You want to provide for them financially, but at the same time, you don’t want to accidentally put their government benefits—like Medicaid or Supplemental Security Income (SSI)—at...

Estate planning isn’t just about deciding who gets Grandma’s china or your secret cookie recipe. It’s also about making sure you are taken care of if life throws you a curveball. Two unsung heroes of planning—powers of attorney (POA) and advanced healthcare...

In estate planning, one of the most important documents you will create is your will. However, disgruntled family members or other interested parties may challenge even a carefully crafted will. Below are steps you could consider to minimize the risk and ensure your...