Invitations to join our 2018 Client Care Program will be going out to our estate planning clients shortly. Client Care Program/Shanahan & Voigt SV Law’s client care program has been running since 2012. The program is a way for the firm to keep in contact with clients for whom we have written wills, trusts, and…

Inheritance tax will be the last remaining “death tax” In New Jersey, as of January 1, 2018. On that date, the state’s estate tax will disappear. New Jersey Inheritance Tax   The “Transfer Inheritance Tax” is assessed against inheritances received by certain classes of people.  There are four classes: Class A beneficiaries: father, mother, grandparents, children,…

The Facebook “Hard Questions” blog recently addressed the issue of what should happen to people’s online identity when they die.  https://newsroom.fb.com/news/2017/08/what-should-happen-to-online-identity/ This is a wonderful article expressing the emotional and practical issues surrounding one’s online postings after death and how, at least one company is grappling with solutions, while waiting for the law to catch…

“Control over my funeral” is becoming a developing issue in my practice.  Funeral directors have asked me to sign statements that I have such authority when I have buried my wards as a court appointed guardian.  Now, family survivors are disagreeing over the disposition of a loved-one’s remains, and inquiries are being made about the…

Probating an estate is one of life’s duties for many of us. At some point, you may be called upon to handle a loved-one’s estate. It just happens. Whether being named as “Executor” in a will, or stepping forward to act as “Administrator” where no last will was prepared, the “Personal Representative” will be required…

This article was published in May. We have had many inquiries.  Here is an encore presentation: A Power of Attorney and a Health Care Power of Attorney for Young Adults  A power of attorney and a health care power of attorney are important documents for young adults to prepare.  Once one turns eighteen years old,  he or she becomes an…

A Complimentary Presentation by: Robert J. Shanahan, Jr., Esq. New Jersey Attorney at Law, Concentrating in Estate Planning and Elder Law June 9, 2017, 1:00 p.m. Hunterdon County Senior Center, Route 31 County Complex 4 Gauntt Place, Building # 1, Flemington NJ 08822 (908)788-1359 Passing on personal possessions is an issue for everyone! Owners of…

Probate versus non-probate assets must be understood to draft a proper estate plan.  Your last will only controls probate assets. Your non-probate assets could upset the intent you expressed under your last will if not property identified, reviewed, and titled. Probate versus Non-ProbateAssets Probate assets are those in your name alone. Examples are, a bank…

Elder law has become an increasingly important practice area because more people are living longer. The practice of elder law involves the following: Estate planning Disability planning Arranging for care, Social Security, and retirement benefits Long-term care insurance Long-term care planning Medicaid Healthcare directives Nursing home issues Protection against elder abuse Other concerns of older…

By Robert J. Shanahan, Jr., Esq. Avoid probate! There are many books, and much advice, about how to avoid probate by creating a living revocable trust, instead of a last will and testament. This trust is created during your lifetime. A trust document is prepared, appointing the drafter as the trustee, and naming a successor…