Resources

Understanding the Importance for Planning of your Future and your Beneficiaries’ Needs We all know the saying, “There are two things in life that are unavoidable: death and taxes.” But what about death taxes? Prior to 2018, New Jersey residents often used the terms “estate tax” and “inheritance tax” interchangeably […]

With all of the issues and emotions that accompany a divorce, it may be challenging to think about your estate planning documents. But there are scenarios that can bring about undesired consequences, particularly in the event of death or incapacity before a final judgment of divorce is entered. This article explains […]

With the COVID-19 pandemic turning life upside down, social media is abuzz with people looking to prepare their Last Will and Testament.  Inevitably, someone will respond to the post and recommend that the individual draft their own.  While the Internet provides the do-it-yourselfer with a plethora of forms of drafting […]

This blog is provided to you as part of the service that we provide to our clients in connection with estate planning.  It is intended to advise you of a significant change in the manner in which inherited retirement accounts are treated and the unintended consequences that may result if […]