An easy way to see if your estate plan still works
Your estate plan isn’t “set it and forget it”—it should evolve as your life, assets, and the law change. Review […]
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Blog
What’s New with the Estate Tax After Trump’s Big Beautiful Bill
Significant changes were recently made to the federal estate tax, and the amount of money a person can gift or […]
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I lost my expensive will, now what?
A Last Will & Testament is one of the most important legal documents you will ever create. It outlines your […]
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How to understand a NJ Durable Power of Attorney
Creating a durable power of attorney is essential for ensuring that someone you trust can manage your financial, legal, and […]
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What you need to know before you die in NJ owning guns
In New Jersey, guns are considered part of a deceased person’s estate and are subject to both state and federal […]
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You need a Special Needs Trust in your Estate Plan
An estate plan is a cornerstone of financial security for families. For parents of an autistic child or a child […]
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Five Essential Fiduciaries You Need in your Estate Plan
In estate planning, fiduciaries play a critical role in managing and administering various aspects of an estate, trust, or financial […]
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Should I make a 754 Election when a Partner Dies
If you just inherited a share of a partnership, you should strongly consider having that partnership make a “754 election” […]
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Do I Need to Timely File a Federal Estate Tax Return
If you are the executor of a decedent’s estate, you might be required to file a federal estate tax return. […]
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What you need to know about fiduciary accountings
Fiduciary accountings are a crucial component of administering trusts and estates. These accountings are used to track and report on […]
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