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 it every 3–5 years, or sooner after major events like […]
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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 bequeath without owing an estate tax. When you die, your […]
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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 laws. Here’s an overview of what happens to the firearms […]
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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 arrangement on behalf of someone else. These fiduciaries have a […]
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Durable Power of Attorney – What You Need to Know
A durable power of attorney (DPOA) is a legal document that grants someone else the authority to make financial and legal decisions on your behalf if you become incapacitated. Top […]
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Great Estate Planning can Build a Legacy that Lasts
Estate planning provides several benefits that can help you protect your assets, your family, and your legacy.
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What are the best asset protection strategies to consider?
There are many asset protection strategies to consider when seeking to protect assets from potential creditors. These strategies include utilizing: Advance Planning is Key Asset protection planning works best (if […]
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Electronic Wills in New Jersey
On June 27, 2022 the Uniform Electronic Wills Act (S2923) was introduced in the New Jersey Senate. The Bill has been referred to the Judiciary Committee and a similar Bill […]
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The SECURE Act made sweeping changes to IRA distributions affecting estate plans for decedents dying on or after January 1, 2020. What Changed? The new law changed the required minimum […]
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IRS Rules Under Section 2511 that Transfers to Irrevocable Trust are Incomplete for Purpose of Federal Gift Tax
In the only private letter ruling addressing incomplete gift, non-grantor trusts (“INGs”) in 2020, the IRS ruled that the subject trust was a non-grantor trust under section 671 of the […]
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