assets

Transitions – Part 1

Life is full of transitions and the actions taken to prepare for such transitions.  Parents spend time and money preparing for the transition of a child from infant to a toddler.  We winterize our cars and our homes; preparing for the changes in seasons.  And as our kids grow older and leave the nest, we […]

Share

Read More →

Read More →

Digital Asset Management: What Happens to My Online Accounts When I Die or If I Am Incapacitated?

In 2023, most people have shifted (whether you wanted to or not) to living mostly online. Between keeping up with social media and managing your finances, the average person has more than 90 online accounts. When dealing with estate planning, the common agenda is to ensure that you and your family are taken care of […]

Share

Read More →

Read More →

Owning Property In A State Other Than The State You Call Home

Your dream – to own a home in the mountains or a home at the shore.  Unless you live in New Jersey and have a home at the shore or live in Pennsylvania and have a home in the mountains, your estate could be subject to estate administration in the state where your second home […]

Share

Read More →

Read More →

Rethinking Old Trusts and Your Estate Planning

If you have a trust, you may think that their original purpose no longer seems compelling. Your estate plan may designate that your assets will pass into a “bypass” or “credit shelter” trust, which will pay income to your surviving spouse and ultimately pass assets to your children. Historically, it was common for married couples […]

Share

Read More →

Read More →

Top