Planning

Trusting Your Estate Plan to Software?

Trusting Your Estate Plan to Software?

Over the past ten years, many individuals have looked for alternative means by which to plan their estate.  Allegedly seeking to forego the expense of an attorney, many people try to use “fill in the blank” documents from stationary stores and will kits.  As the usage of computers, and the internet in particular, has increased, […]

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Beware: Estate Planning Scams Are Knocking at Your Door

Beware: Estate Planning Scams Are Knocking at Your Door

Over the years, people have been increasingly concerned about the cost of legal services.  Without question, there are a number of lawyers and law firms who have abused the public’s trust by overcharging for wills and other estate planning services.  This abuse of trust, coupled with an uncertain economy, has compelled people to hope to […]

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Protecting Your Assets and Preserving Your Wishes

Protecting Your Assets and Preserving Your Wishes

Mike and Carol are a couple who both have children from a prior marriage.  Mike has three sons – Greg, Peter and Bobby.  Carol has three daughters – Marcia, Jan and Cindy.  After several years of marriage, they decide to execute Wills.  Wanting to keep it “simple,” Mike leaves everything to Carol, with the understanding […]

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Have You Had The “Talk” With Your Family Members?

If you are a parent, you may be thinking of the “talk” you had with your children when they were pre-teens, but, that is not what I am referring to. This “talk” is with your family members about your “later in life” thoughts. Do your family members know your preferences about critical life support?  Funeral details?  […]

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Use Caution With UTMA Accounts

Many of you have been in this situation. Grandma or Aunt Tillie wants to give your child money or stock – not enough to warrant some more aggressive estate planning techniques, but enough that the donor wants the funds to be invested for the long term.  This is where the Uniform Transfer to Minors Act […]

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Understanding the Valuation of Personal Effects

Tangible Personal Assets: What are they worth? This could spark an intense debate. Whether you are looking to value tangible personal assets – collections, cars, jewelry, art – for estate planning purposes or for estate administration purposes, it is important to have the valuation completed by qualified persons. Beauty can be in the eye of […]

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Medicaid Planning by New Jersey Guardians

The issue of whether or not guardians can undertake Medicaid planning on behalf of their wards has come to the forefront of New  Jersey probate litigation in the past two decades. Commencing in 1995, many of New  Jersey’s Superior Courts began to recognize and permit guardians to transfer assets in order to expedite their wards’ eligibility for […]

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Effective Utilization Of Insurance And Retirement Accounts In Special Needs Planning

Estate planning for parents with disabled children is a very delicate and important proposition. During their lifetime, parents are able to provide emotional and financial support to their children. This support greatly enhances the needs-based government benefits, which are frequently utilized by the disabled, such as Supplemental Security Income (SSI) and Medicaid. When parents pass […]

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