estate planning

Our Client Care Program For Estate Planning Clients

The Client Care Program, now in its seventh year, was created to give our estate planning clients an opportunity to have their Last Wills, Powers of Attorney, Advance Directives for Healthcare or Living Wills, and other documents, reviewed in light of present-day law and opportunities. 

Our Client Care Program For Estate Planning Clients2020-04-20T16:13:39-04:00

Changing The Deed To Your Home

Deeds to real estate, especially for your house, are known to be very important documents.  Many consider changing a deed in order to ensure that their house gets passed to the next generation or some other significant person.  This must be done with some foresight,

Changing The Deed To Your Home2020-04-13T15:01:55-04:00

Identity Theft

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, to speak to my firm’s Client Care Program members Data Collection Via Your

Identity Theft2022-02-10T02:11:58-04:00

Inheritance Tax in New Jersey

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 NJ Inheritance Tax: Who's paying? The “Transfer Inheritance Tax” is assessed against inheritances

Inheritance Tax in New Jersey2020-04-15T17:16:32-04:00

Who Has Control Over My Funeral?

“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

Who Has Control Over My Funeral?2020-04-21T15:02:29-04:00

Non-Probate Assets May Undermine your Estate Plan

Probate versus non-probate assets must be understood in order 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 properly identified, reviewed, and titled. Probate versus Non-Probate

Non-Probate Assets May Undermine your Estate Plan2020-04-20T15:53:27-04:00

New Jersey Estate Tax Repealed!

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 I never thought I would live to see the day when the New Jersey Estate Tax would be repealed, but both houses of the legislature in Trenton passed a repeal bill, and Governor Christie signed it. (

New Jersey Estate Tax Repealed!2020-04-17T18:00:35-04:00
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