12 06, 2017

DOL Announces That Fiduciary Rule Will Go Into Effect June 9

2018-02-02T22:10:39-05:00June 12th, 2017|

After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor (DOL) announced that the rule will go into effect on June 9, 2017, but its future is still [...]

30 05, 2017

Estate Planning for Military Families

2019-06-02T06:03:19-04:00May 30th, 2017|

Although Memorial Day just passed, it is important to honor those that have served our country. This time is also a good opportunity for members of the military and their loved ones to consider setting up an - or revising [...]

17 05, 2017

Protecting New Jersey’s Elderly from Financial Predators

2018-02-02T22:10:39-05:00May 17th, 2017|

We all want our parents’ and other loved ones’ golden years to be peaceful and worry free. Unfortunately, many older people share characteristics that make them especially attractive to predators. For example, the elderly are often isolated, making it [...]

17 05, 2017

Will v. Living Trust: What’s the Difference?

2018-02-02T22:10:39-05:00May 17th, 2017|

People often ask whether a will or a living trust is “better.” The answer is that there is no one-size-fits-all answer. The right structure for your estate plan depends on the size of your estate, the nature of your assets, [...]