ESTATE PLANNING – Estate Planning

In estate planning, ensuring your beneficiaries (often loved ones) will use your life's savings wisely is a common goal in estate planning. Still, you cannot always guarantee how they will utilize their inheritance. You might have a beneficiary who has experienced...

Movies and TV shows make blended families look easy, but real-life family dynamics can be more complicated. Blending families brings unique challenges, especially when it comes to estate planning. In New Jersey, blended families need a comprehensive estate plan to...

An irrevocable trust has been a staple of estate planning, offering several pros and cons that can impact the financial legacy of an individual. If you are considering the option of creating an irrevocable trust, it is vital to know its benefits and drawbacks. Do you...

Picking an executor for your will is a big decision that affects your estate's management after you pass away. This person will carry out your final wishes, manage your assets and pay off any debts. To do this job well, an executor needs certain qualities. Think about...

Planning for the future can feel scary and overwhelming, especially when it comes to end-of-life care. Fortunately, you can address these decisions through a living will, which is an effective tool when you are unable to speak for yourself. In this blog, we'll explore...

When it comes to estate planning, picking the right trustee is a decision that you shouldn't take lightly. Ultimately, this choice could make or break the success of your trust: your trustee will manage the fund and care for your beneficiaries in the future. This role...

When it comes to estate planning, you might hear the term "fiduciary duty of care" thrown around. But what does it mean, and why is it so important? What is the fiduciary duty of care? Simply put, a fiduciary duty of care requires a person or entity to act in the best...

Planning for a loved one with special needs can be overwhelming. You're likely worried about their financial security and want to maintain their access to important government assistance. Consider a special needs trust if you're exploring estate planning options for...

Estate planning stands as a cornerstone of financial security, giving you peace of mind that your assets will go to your intended beneficiaries after you are gone. However, even with the best intentions, mistakes can still slip through the cracks during this dynamic...

A power of attorney (POA) is a legal document that grants an individual the authority to make decisions on behalf of the principal. This can include managing finances, health care decisions or legal matters. In estate planning, a POA ensures that someone you trust can...