Estate Planning That Expresses Who You Are
5 Things to Talk About with Your Family You intend to pass along your wealth through your estate plan, but [...]
20
06, 2017
19
06, 2017
Retirement Account Management is a Critical Piece of Your Estate Plan
Many New Jersey residents invest the time, research, and resources necessary to create a detailed and integrated estate plan, but [...]
13
06, 2017
Money Isn’t Everything in Estate Planning
How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained [...]
12
06, 2017
Proving Age Discrimination Is Difficult
As baby boomers continue to work past retirement age, age discrimination lawsuits are becoming more common. Two out of three [...]
12
06, 2017
New Protections for Nursing Home Residents
New Obama-era rules designed to give nursing home residents more control of their care are gradually going into effect. The [...]
12
06, 2017
The Use of Immediate Annuities in Medicaid Planning for Married Couples
Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid. [...]
12
06, 2017
DOL Announces That Fiduciary Rule Will Go Into Effect June 9
After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department [...]
10
06, 2017
There’s More to New Jersey Estate Planning than Writing a Will
If you have a will and it’s up to date, you’re a step ahead of most Americans. Data from various [...]
6
06, 2017
How to Protect Your Child’s Inheritance from His or Her Untrustworthy Spouse
Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure [...]
30
05, 2017
Estate Planning for Military Families
Although Memorial Day just passed, it is important to honor those that have served our country. This time is also [...]