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Estate Planning

New Jersey Estate Planning Call Today Toll Free: 855-376-5291

Estate Planning

New Jersey Estate Planning Call Today Toll Free: 855-376-5291

Beware the Beneficiary Form (Part 4 of 4)

HNW January 24, 2023 Elder Law, Estate Administration and Probate, Estate Planning, Will Contest and Probate Litigation

This is the fourth and final article about beneficiary designation and NJ probate and estate planning. For non-retirement assets with beneficiaries correctly titled, your …

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Estate Administration and ProbateEstate PlanningWill Contest and Probate Litigation

Health: The Use of Discretionary Trusts to Protect Assets From Creditors and the IRS

HNW January 23, 2023 Estate Planning, Understanding When a Trust Should Be Used in NJ

No one wants their life savings seized by creditors, but can you leave an inheritance to a child or loved one who has spending …

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Estate PlanningUnderstanding When a Trust Should Be Used in NJ

Do You Want a Monthly Check From the VA?

HNW January 19, 2023 Veterans Benefits to Pay for Long Term Care

You may be eligible for a monthly check from the VA in many cases of between $1,200 and $3,252 per month (or more for …

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Estate PlanningVeterans Benefits to Pay for Long Term Care

Beware the Beneficiary Form (Part 3 of 4)

HNW January 17, 2023 Elder Law, Estate Administration and Probate, Estate Planning

This is the third post of a four part series on estate planning and beneficiary designations.  I continue with my discussion of a beneficiary …

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Asset & Income ProtectionEstate Administration and ProbateEstate Planning

After Divorce, What Agreements Should You Review?

HNW January 12, 2023 Elder Law, Estate Planning

Just divorced? Getting divorced? Been divorced and haven’t done anything about changing key documents?  Obviously, I think it is important that you review your …

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Estate Planning

Beware the Beneficiary Form (Part 2 of 4)

HNW January 10, 2023 Elder Law, Estate Planning

This is the second post on the subject of beneficiary designations and their importance in New Jersey probate and estate planning. Who Can Be …

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Estate PlanningWill Contest and Probate Litigation

The Marital Deduction: A Valuable Federal Estate Tax Planning Tool

HNW January 10, 2023 Elder Law, Estate Planning, Last Wills and Testament

The federal estate tax marital deduction is one of the most important estate planning tools available to a married couple. The basic marital deduction …

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Estate PlanningWill Contest and Probate Litigation

You May Be Entitled to a Tax Deduction If You Make Charitable Donations

HNW January 9, 2023 Elder Law, Estate Administration and Probate, Estate Planning

As you may be aware, the IRS allows tax deductions for qualifying charitable contributions. But the government has made charitable gifting a complicated area …

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Estate Administration and ProbateEstate Planning

Think Ahead When Estate Planning and Leaving a Disproportionate Inheritance or Disinheriting a Child

HNW January 6, 2023 Elder Law, Estate Planning

The majority of parents and grandparents set up their estate plans so that their children are significant beneficiaries. They also frequently distribute their assets …

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Estate Planning

Estate Planning Issues for New Jersey Residents With Ties to Other Countries

HNW January 5, 2023 Estate Planning

Estate planning can be especially important for those persons with international ties. Typically, international estate planning issues come up in two contexts. First, there …

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Estate Planning

Beware the Beneficiary Form – It Can Kill Your Estate Plan (Part 1 of a 4-Part Series)

HNW January 3, 2023 Elder Law, Estate Planning

If you think your estate planning is done once you have signed a will or trust, think again. All your hard work can be …

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Estate Planning

Transferring Your Family Business to a Child Can Have More Complications Than You Think

HNW January 2, 2023 Business Law, Estate Planning

Owners of family businesses often look forward to the day they will be able to retire and pass on the business to their child …

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business lawEstate Planning

Trust Decanting in Estate Planning is a Great Strategy to Change an Irrevocable Trust

HNW December 7, 2022 Estate Planning, Understanding When a Trust Should Be Used in NJ

Irrevocable trusts are beneficial for estate tax purposes. They allow you to place your assets into a trust, potentially avoiding additional estate tax when …

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Estate PlanningUnderstanding When a Trust Should Be Used in NJ

Estate Planning for Blended Families

HNW December 5, 2022 Estate Planning

Many couples and spouses fail to get serious about estate planning until they are well into middle age.  By then, one or both of …

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Estate Planning

Have You Selected the Right Person as Your Agent Under Your Power of Attorney?

HNW December 1, 2022 Elder Law, Estate Planning

When creating either (or both) an estate plan or a power of attorney, an important decision involves who to name as your fiduciary. By …

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Estate Planning

Federal Gift Tax Returns: Avoiding Mistakes

HNW November 30, 2022 Elder Law, Estate Administration and Probate, Estate Planning

Under the tax code, the general rules applicable to income tax returns apply to annual gift tax returns.  That is, a 3-year statute of …

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Estate Administration and ProbateEstate PlanningProbate

Understanding the Legal Impact of a Premarital Agreement in a Second Marriage

HNW November 29, 2022 Elder Law, Estate Administration and Probate, Estate Planning

New Jersey law allows a spouse to waive his or her right to inherit the estate of a deceased spouse.  A spouse’s premarital waiver …

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Estate Administration and ProbateEstate Planning

Can Creditors Make a Claim against Joint Account Assets in New Jersey after Death?

HNW November 28, 2022 Estate Administration and Probate

The decedent owned several joint bank accounts with his wife.  He died intestate, meaning he died without a will or trust in place.  Under New …

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Asset & Income ProtectionEstate PlanningProbate

When Gifting Real Estate in NJ, What is the Actual Date of the Gift?

HNW November 22, 2022 Estate Planning

We have clients who want to gift to their ownership in New Jersey Real Estate. These clients want to complete their gift in 2022.  …

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Estate Planning

Be Careful About How Often You “Roll Over” Your IRA

HNW November 22, 2022 Elder Law, Estate Planning

A long-standing rule about how many IRA-to-IRA “rollovers” a taxpayer can make in a single year has dramatically changed. Read this post to avoid …

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Estate Planning

What to Do When a Person Cannot Physically Sign a Last Will and Testament

HNW October 26, 2022 Estate Planning, Last Wills and Testament

Recently, a client wanted to sign her Last Will but because of a stroke and inability to speak; she was unable to sign it.   …

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Estate PlanningLast Wills and Testament

Do You Have the Right Fiduciary for Your Estate?

HNW October 5, 2022 Elder Law, Estate Administration and Probate, Estate Planning

Warning: Your Selection Does Matter When creating an estate plan, especially in your will and/or trust, an important decision you must make is the …

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Estate Administration and ProbateEstate PlanningProbateWill Contest and Probate Litigation

Spotlight on NJ Elder Law: What Families Really Need to Know Before a Crisis Hits an Elderly Family Member

HNW September 21, 2022 Elder Law, Estate Planning

When I meet with new clients, the first appointment is often with the children of aging parents.  Commonly, they come to us just before …

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elder lawEstate Planning

A Sad Story of an Estate Plan Screwed Up Because of a Homemade (Internet Store) Will

HNW May 5, 2022 Estate Planning, Last Wills and Testament

A recent inquiry to my office illustrates the risks of a “do it yourself” last will.  Here, the person used a common will software …

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Estate PlanningLast Wills and Testament

Can a Contingent Beneficiary Demand an Accounting?

HNW March 3, 2022 Estate Planning

Can any trust beneficiary can compel a trustee to account? Does the type of contingency make a difference? While trust beneficiaries generally can seek …

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Estate PlanningTrust Law and Litigation

How the SECURE Act Changes Inherited IRA Planning

HNW October 1, 2021 Estate Planning

Federal tax laws which allowed retirement accounts to remain tax deferred by allowing certain beneficiaries to delay the withdrawal of account funds over their …

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Estate Planning

If Someone Dies Immediately Before Signing a Will, Can it Be Salvaged?

HNW September 6, 2021 Elder Care Law, Estate Planning

Can a copy be treated as an original if the original is lost? Is a Will signed electronically during quarantine valid? Traditionally, a deceased …

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Estate Planning

Contracts to Make or Revoke a Will – Preserving Your Estate Plan

HNW August 30, 2021 Elder Care Law, Estate Planning

Many of our couples who seek estate planning execute “sweetheart wills.”  That is, each executes a will stating that upon the death of the …

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Estate Planning

Gift Taxes vs. Inheritance Taxes: Which is Worse?

HNW August 4, 2021 Estate Planning

Generally, there is no income tax imposed upon assets beneficiaries inherit. However, when they later sell inherited assets, (i.e., appreciated securities and real estate), …

Read More
Estate Planning

When Should I Be Looking to Do an Estate Plan?

HNW April 15, 2021 Elder Care Law, Estate Planning

When you die, you will leave an estate.  Your estate is comprised of everything you owned, saved and accumulated during your life.  It is …

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Estate Planning
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  • Home
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    • Elder Law, Disability and Guardianship Rights
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