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 [...]
5
05, 2018
30
04, 2018
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 [...]
16
04, 2018
Benefits of a Charitable Remainder Trust
Even if you haven’t yet invested in estate planning, you’ve probably heard of Charitable Remainder Trusts (CRTs). When you visit [...]
16
04, 2018
Estate Planning for Older Parents
A combination of advances in medical science, longer life spans, people marrying later, second marriages, and other factors mean that [...]
10
04, 2018
5 Reasons to Avoid Probate (even in New Jersey)
When you hear about an alternative estate planning option such as a living trust, one of the key selling points [...]
3
04, 2018
Yes, You Need a Buy / Sell Agreement
Losing a business partner or a member of a closely-held corporation is difficult in many ways, both emotional and practical. [...]
25
03, 2018
Five Estate Issues You Shouldn’t Tackle on Your Own
When you’re planning for your own future and providing for your loved ones, it is always beneficial to have the [...]
18
03, 2018
Estate Planning is for the Living – Asset Management for Every Circumstance
Once upon a time, estate planning revolved largely around disposition of assets after your death. This was most often managed [...]
17
02, 2018
What are Non-Estate Assets (and Why Does it Matter?)
In New Jersey, as in most states, the traditional way to pass property after death is through a will. If [...]
17
02, 2018
Federal Estate Tax Exemption Increases, but Tax Planning is Still a Must
New Jersey residents got relief from state estate taxes earlier this year. After a multi-year step-down process, state estate taxes [...]