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and the future
Help with Family, Finances
and the Future
One reason that people will challenge a will or an estate plan is when they discover that they didn’t inherit anything and they hoped that they would. For instance, someone may claim that the will is fraudulent because the individual who passed away would have never...
Someone's estate could include assets worth tens of thousands of dollars — or even more. Real estate, ownership stakes in a business and valuable personal property can motivate some people to try to get more than their fair share of an estate. Sometimes, when you read...
Many New Jersey residents have retirement plans, annuities and life insurance policies. These accounts do not pass through probate but instead go directly to beneficiaries through forms filed with the company for each account. How these forms are filled out can have...
Back on Feb. 26, we wrote about Philip Seymour Hoffman's estate ("Where did Philip Seymour Hoffman's estate planning go wrong?"). More details recently came to light regarding why he may have set up his estate the way he did. Reportedly, he was adamant about not...
New Jersey's recognition of same-sex marriage has resulted in significant changes to the rights of same-sex couples. Married same-sex couples now have the same rights as all married couples. As a result, there are changes with retirement benefits and Individual...
For numerous New Jersey residents, estate planning does not end with wills and trusts. Most retirement accounts -- including IRAs -- life insurance policies and annuities are not governed by those documents. They require the account owner to fill out a beneficiary...
New Jersey residents often hear that it is important to keep beneficiary designations up to date on retirement accounts such as an IRA. However, not as much attention is given to making that designation in a way that helps heirs get the most out of the account. Below...