We give thanks, today and every day, for you and the trust you place in us. We are committed to building strong relationships with our clients because we understand that strong relationships lead to better results. We hope that this holiday allows … [Read more...]
Happy Halloween!
What Is a Special Needs Pooled Trust?
If you have a loved one with special needs and you want to leave a part of your estate to them, you may have considered creating a special needs trust, so that their eligibility for benefits such as Medicaid and SSI are not in jeopardy. But creating … [Read more...]
Knee Law Firm Alert: Update to the Aid and Attendance Benefit for Veterans
Aid and Attendance Benefit: The Department of Veterans Affairs recently published new rules that will dramatically alter VA benefit planning for seniors who were war time veterans. The new rules take effect on October 18, 2018. War time veterans … [Read more...]
Special Needs Trusts – How They Can Help Your Loved Ones
When you are planning for the distribution of your estate, it's customary to allocate assets equally among your immediate family. But if one of those potential heirs has a disability and is eligible for governmental benefits, you need to take … [Read more...]
The Durable and Springing Powers of Attorney
in New Jersey
What Is the Difference? Which Is Best for You? One of the critical components of an effective and comprehensive estate plan is a power of attorney. Your power of attorney is designed to go into effect during your lifetime, granting a designated … [Read more...]
Protecting Your Assets with a Living Trust
The Benefits of an Inter Vivos Trust When you are planning for the distribution of your assets after you die, there are a number of tools available. A living trust, also known as an "inter vivos" or revocable trust, offers a number of … [Read more...]
Estate Planning and Digital Assets
The digital revolution promises to radically change the way you plan for the orderly distribution of your assets upon your death. Do you have a PayPal account with a significant balance? You certainly don't want to leave it open and accessible upon … [Read more...]
An Overview of the New Jersey Probate Process – Part Two
In our first blog in this series, we identified the limited situations where survivors may use the simplified probate process in New Jersey. If you don't meet those requirements and there are assets that must pass through probate, the estate will … [Read more...]
An Overview of the New Jersey Probate Process
When a loved one dies, one of the most challenging tasks can be settling the estate, ensuring that assets are legally transferred in accordance with the decedent's wishes. That's the function of the probate process. The probate court oversees the … [Read more...]