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Planning for the future can feel like a lot, especially when it comes to taxes and giving to charity. It’s not always easy to figure out if something like a Charitable Remainder Trust (CRT) is the right choice. To help, we’ve looked into how these trusts work. Here’s...
The thought of inheriting property or assets can often bring mixed emotions. On one hand, it’s a reflection of love from someone who has passed away; on the other, the complexities of inheritance taxes can seem overwhelming. If you are in New Jersey and wondering...
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...
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....
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...
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...
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...
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...
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...