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Estate planning is an important process that everyone should undertake, regardless of their age, health, or wealth status. A comprehensive estate plan aims to provide for your loved ones and ensure your assets are protected and distributed as you wish if you become...
The complexity of estate planning can be amplified when you enter into a second marriage. With the dynamics of blended families, previous commitments, and the desire to be fair to all parties involved, the nuances of estate planning for second marriages cannot be...
According to the WHO, one in six people over the age of 60 experienced some form of abuse from 2021 to 2022. Two-thirds of staff members at nursing homes and long-term-care facilities admitted they committed abuse during that same period.
If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block!
Like most assets, you can inherit an individual retirement account (IRA) after the owner’s death. For spouses, inheriting an IRA is a relatively straightforward process.
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 looking to create an irrevocable trust? If so, you'll need to be familiar with the state's laws governing this type of trusts. In this blog post, we'll provide an overview of New Jersey's irrevocable trust law, including key information...
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?