11 08, 2016

Important Facts About Medicaid Planning

2018-02-02T22:10:46-05:00August 11th, 2016|

When it comes to dealing with the excruciating cost of long-term care services, there is no room for error and knowledge is power. For that reason, we summarized for our readers the answers dealing with some of the most common [...]

11 08, 2016

Who Needs Estate Planning?

2018-02-02T22:10:46-05:00August 11th, 2016|

Estate planning isn’t about how much money you have, it's about protecting what you have for you, during your lifetime and for those you love after you’re gone. It ensures what you have gets to the people you love, the [...]

29 07, 2016

Estate Planning for LGBT Couples

2018-02-02T22:10:46-05:00July 29th, 2016|

In 2015 when the Court decided the landmark case, Obergefell v. Hodges, which held that the Due Process Clause of the Fourteenth Amendment guarantees same-sex couples the right to marry and these marriages must be recognized nationwide. In addition to [...]

29 07, 2016

Your Cyber Legacy: 3 Tips for Your Digital Assets

2018-02-02T22:10:46-05:00July 29th, 2016|

There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are digital assets? They [...]

26 07, 2016

IRAs and Estate Planning

2018-02-02T22:10:46-05:00July 26th, 2016|

In 2014, the U.S. Supreme Court’s decision in Clark v. Rameker altered the landscape of estate planning strategies concerning protecting inherited IRAs from creditor claims. In Clark, the court considered whether a person who had inherited an IRA from her [...]

25 07, 2016

Why Bequests to Minors Should be Poured into a Testamentary Trust

2018-02-02T22:10:46-05:00July 25th, 2016|

There are many varieties of trust available for use in estate planning. A majority of these trusts are established while the grantor is still alive. A testamentary trust differs from other trust structures in that it is created in a [...]

23 07, 2016

Medicaid and Estate Recovery in New Jersey

2021-11-01T17:01:03-04:00July 23rd, 2016|

Federal Medicaid regulations require a state to seek reimbursement from an individual’s estate for the cost of long-term nursing facility services. Medicaid liens, as they are commonly referred to, are a lien placed against a person’s real or personal property [...]

21 07, 2016

How Will Brexit Impact Your Financial Planning?

2018-02-02T22:10:46-05:00July 21st, 2016|

Market volatility is a constant in our modern world. But so-called Black Swan events sometimes take the concept of volatility to the next level. On June 23, voters in the U.K. passed a referendum supporting the idea that Britain should [...]

16 07, 2016

Keeping Control of Your Trust

2018-02-02T22:10:46-05:00July 16th, 2016|

Every different form of trust contains its unique benefits and drawbacks that depend on an individual’s estate planning needs. One particular example involves the choice between irrevocable and revocable trusts. As the name implies, an irrevocable trust cannot be altered [...]