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Having Your Cake and Eating It Too Recently a healthy single woman came to my office with the following demand: “Protect my money in case I ever enter a nursing home, make sure my children do not pay any capital gains tax on the appreciation of the assets, and protect...
If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.
Are you a New Jersey resident considering an irrevocable trust to protect your assets and plan for your family's future? Understanding New Jersey's specific trust laws is essential before making this important decision. This guide covers everything you need to know...
What is dual citizenship and why might it be important for estate planning purposes? Dual citizenship occurs when a person holds citizenship in two countries simultaneously. There are a number of ways that dual citizenship can come about, including birth, marriage,...
A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Concerned about fraud? These are just a few of the many reasons to consider a trust.
One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
Check out these English-speaking options for retirement abroad.
In general, estate planning is a practice that requires forward thinking. However, sometimes estate planning must occur in the midst of a crisis.
Recently, WHO revealed that the percentage of global citizens over 60 years will double from 12% to 22% between 2015 and 2050.