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Welcome to Our Blog
The Problem of Dying without a Will
Wills are crucial for Estate Planning, but many people overlook this vital tool. With the number of cohabiting unmarried partners tripling in the past 20 years, many people are left vulnerable due to outdated inheritance laws.
Business Succession Planning
Business Owners: Estate planning is more than just safeguarding assets—it's about securing your business's future. Learn why estate planning matters for business owners and discover key components of effective succession planning…
Cryptocurrency in Estate Planning
Cryptocurrency can be complex and unforgiving, especially in estate planning. Discover how to navigate this digital terrain and protect your holdings. Don't risk losing access to valuable funds forever!
Estate Planning for Couples
Are you and your partner prepared for the unexpected twists life may bring? Whether you're blissfully in love or navigating the complexities of blended families, estate planning is crucial for securing your shared future!
DON’T HIDE YOUR WILL – KEEP IT IN A SAFE, SECURE PLACE
In the hustle of daily life, the security and accessibility of your last will and testament might not be a top-of-mind concern. However, a seemingly ironclad will can be compromised by a common oversight—where it's stored. This blog emphasizes the importance of keeping your will in a safe and secure place, delving into various options for optimal storage.
CLIENT ESTATE PLAN REVIEW CHECKLIST
Ensuring your estate plan remains on the right path requires careful attention and regular updates. These twenty steps serve as a comprehensive guide to help you safeguard your estate and provide for your loved ones according to your wishes.
SPECIAL NEEDS TRUSTS IN NEW JERSEY
Are you or a loved one in New Jersey facing the complex challenge of securing government benefits while preserving your assets? Special Needs Trusts (SNTs) might be the solution you're looking for.
6 LIFE EVENTS THAT MIGHT IMPACT YOUR ESTATE PLAN
Core documents, such as a will or a will and a revocable trust, and a health care power of attorney/living will/health care directive, are essential tools for securing your future and ensuring your wishes are honored. Regularly reviewing these documents – typically every three to five years – is crucial to keeping them aligned with your goals and adapting to changes in tax laws.
ESTATE PLANNING WHILE UNMARRIED
As a result of widowhood or divorce, a greater number of older Americans are forming new partnerships. The U.S. Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships.
A GENERAL TIMELINE FOR PROBATE
The process of probate involves formalizing the will, naming a personal representative (executor) to handle the estate, and distribute assets to the intended beneficiaries. It also requires paying the decedent's outstanding debts and federal and state taxes.
In general, the timeline of the probate procedure moves quickly if the estate has minimal assets and little debt.
YOUR LIVING WILL AND DURABLE HEALTHCARE POWER OF ATTORNEY
A living will and durable healthcare power of attorney are essential for making end-of-life healthcare decisions. Your living will allows you to express your choices regarding treatments when you're unable to communicate. A trusted caregiver or family member can be named as your durable healthcare power of attorney.
All Ages Should Take Part in Estate Planning
Everyone should take part in estate planning for a secure future. Start early for peace of mind. Learn why young, single, married, and older individuals should have key documents like a will, financial power of attorney, and more.