Identity theft continues to be a serious problem, and it is one with which we should be very concerned.  Recently, I invited David B. Watts, an experienced private investigator and author http://www.accidentalpi.com, to speak to my firm’s Client Care Program members Identity Theft is More Than You Think Mr. Watts made it very clear that privacy…

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,…

Can the terms of a Will be changed to make them “fair”?  Let’s say that a parent has died.  Under the terms of the parent’s Will, one of four children is disinherited.  The child and parent did not get along, and, for good reason.  The parent was a bit unreasonable in the eyes of all…

“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…

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…

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…

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…

You could knock me over with a feather. I never thought I would live to see the day when the New Jersey Estate Tax would be repealed, but both houses of the legislature in Trenton passed a repeal bill, and Governor Christie signed it. (www.state.nj.us/treasury/taxation/njestatetax.shtml) The New Jersey Estate Tax is Phased Out Over Two…

Shanahan & Voigt Announces its 2016 Client Care Program for Estate Plans By Robert J. Shanahan, Jr., Esq., Attorney at Law   Estate Planning Clients To Be Invited If you have had a last will or other estate planning document prepared by our firm, you will again be invited to join our annual, Client Care…