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Wills Protect Your Family
The primary purpose of Wills and Trusts created in your Will, but not funded until after your death, is protecting your beneficiaries from themselves and creditors. Trusts created in your Will are called Testamentary Trusts. A By-Pass Trust is a great way to reduce estate taxes but it can also
Beneficiary Forms
Forgetting Your Beneficiary Forms May Defeat Your Estate PlanThe failure to correctly complete the forms that designate the beneficiaries of your life insurance policies and retirement plan accounts may undermine your entire estate plan. Here are a few tips on doing it right.Never name your estate as the beneficiary or
Death Tax Planning In New Jersey
As of this writing, we are in a period of uncertainty regarding the future of the federal estate tax. Although the House of Representatives has repeatedly voted to end the tax, the Senate has repeatedly voted to continue the tax. Many individuals have their own ideas about what will happen,
Unfortunate Outcome; No Wills Available – No Next of Kin
From time to time, the following, unfortunate situation occurs. Recently, a potential client contacted me as she was the Immediate Emergency Contact (ICE) for a good friend of hers who died. He was 84 years old and had expired approximately one week prior in his apartment  before being discovered. My