Inheritance Shouldn’t Be a Secret

Family wealth and inheritance can have a significant impact on the younger generation’s options and standard of living. But, contrary to popular belief, that impact isn’t always positive. In one 25-year study of thousands of families, researchers found that about [...]

Managing Your Inheritance

Receiving a significant inheritance can be life-altering. For those just starting out or just making ends meet, an inheritance may mean the ability to establish a retirement account or purchase a home. Inherited money can pay for a college education [...]

Estate Planning v. Life Care Planning: What’s the Difference?

Traditional estate planning is primarily designed to ensure that your belongings and assets pass in an orderly manner after your death, and that they reach the people you intend. That’s an important and admirable goal, but overlooks many critical issues. [...]

Management of an Insolvent Estate in New Jersey

Traditional estate planning is primarily designed to ensure that your belongings and assets pass in an orderly manner after your death, and that they reach the people you intend. That’s an important and admirable goal, but overlooks many critical issues. [...]

Switching Medicare Plans If You Move

If you are over 65 and preparing to move to another county or state, be sure to add "check Medicare plan" to your to-do list. You need to make sure your Medicare plan will still be in effect after you [...]

The Pros and Cons of Appointing Co-Trustees

Choosing a trustee is a critical aspect of trust creation. If the trustee is unqualified or unreliable, the impact on beneficiaries could be significant. Potential problems range from sloppy record-keeping that leaves beneficiaries uncertain and slow administration that may delay [...]

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