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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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 […]
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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: […]
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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 […]
Read More TextSECURE Act Changes to IRA Distributions
The SECURE Act made sweeping changes to IRA distributions affecting estate plans for decedents dying on or after January 1, […]
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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 […]
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Are Promises to Make a Will Enforceable?
Can a person give up his or her right to make a will? Are promises to make a will enforceable? […]
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The Wrong Way to Challenge a Will
While there may be several good ways to go about challenging a decedent’s last will and testament, in In the Matter […]
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