Caring for a loved one with special needs can feel overwhelming at times. Many families share the same worries - how to protect essential benefits like Medicaid and SSI while making informed decisions with assets. First-party Special Needs Trusts can provide...
Estate Planning & Elder Law Blog
Understanding The Responsibilities Of A Special Needs Trustee
Many families in New Jersey struggle to understand the responsibilities of a special needs trustee. We see how confusing rules and duties can feel, since we have helped many clients with this same issue. Sometimes it feels like every answer leads to more questions....
Able Account Vs. Special Needs Trust
Deciding between an Able Account and a Special Needs Trust can feel like a big task. Many families face this choice, so you’re not alone. It’s about protecting benefits while saving for the future, which is so important. In this post, we’ll walk through how each...
Unlocking The Benefits Of Step-Up In Basis For Your Assets
Many people worry about paying high capital gains tax when they inherit assets. This concern is very common, and for good reason. The step-up in basis rule can really help ease that burden. We’ve examined how it works and want to share what we’ve learned. This blog...
Who Qualifies For A Special Needs Trust In New Jersey?
Caring for a loved one with special needs can feel overwhelming at times. It’s not easy to juggle their care while also making sure they keep important benefits like Medicaid or SSI. A Special Needs Trust could be the answer, helping protect their future without...
Exploring Different Types Of Special Needs Trusts
Planning for the future of a loved one with special needs can feel like a big task. It’s natural to worry about protecting benefits like Medicaid and SSI while making sure they get the extra care they need. That’s why it’s important to understand the types of Special...
Funding A Special Needs Trust: Your Options
Caring for a loved one with special needs can feel overwhelming at times. We understand how much you want to ensure their future is safe and secure - it’s something we’ve guided many families through. Setting up a Special Needs Trust can help protect important...
What Is A Special Needs Trust: All You Need To Know
Planning for a loved one with special needs can feel scary when you worry about their future care. We know this worry well, as many families face the tough choice of how to support their disabled family members without risking their benefits. A Special Needs Trust is...
Essential Asset Protection for Business Owners in NJ
Protect Your Assets in New Jersey As a business owner in NJ, protecting your assets is crucial. Without proper planning, your personal and business assets could be at risk from creditors, lawsuits, or business debt. New Jersey has legal strategies to help safeguard...