Consultation Request – Thank You2023-10-29T17:40:00-04:00

Estate Planning Documents to Review Before a Divorce

Many people neglect to update some or all of their estate planning documents when they divorce, while others move quickly to change beneficiaries and make other updates after a divorce. However, some estate planning changes are likely in order before [...]

Removing a Trustee in New Jersey         

The grantor of a living trust often serves as trustee during his or her lifetime, appointing a successor trustee to step into that role when the grantor dies or becomes incapacitated. The grantor of a revocable trust is free to [...]

Medicaid Eligibility and the Qualified Income Trust (QIT)

Eligibility for Medicaid long-term care assistance depends on several factors, including: Citizenship/residency Being aged, blind, or disabled Asset limits Income limits Certain types of assets are non-countable and will not affect eligibility. However, the income cut-off is a clear line: [...]

Understanding Medicaid Long-Term Care Exemptions

About 60% of New Jersey nursing home residents and more than 2/3 of those in New York long-term care facilities are reliant on Medicaid to cover the cost. While some of those residents were lower income or just didn’t plan [...]

Options for Updating Your Will in New Jersey

For most people, writing a will isn’t a one-and-done event. Unless your will is drafted very near the end of your life, chances are good that changes over your lifetime will make it necessary to update your will and other [...]

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