July 2016

2907, 2016

Estate Planning for LGBT Couples

In 2015 when the Court decided the landmark case, Obergefell v. Hodges, which held that the Due Process Clause of the Fourteenth Amendment guarantees same-sex couples the right to marry and these marriages must be [...]

2907, 2016

Your Cyber Legacy: 3 Tips for Your Digital Assets

There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. [...]

2607, 2016

IRAs and Estate Planning

In 2014, the U.S. Supreme Court’s decision in Clark v. Rameker altered the landscape of estate planning strategies concerning protecting inherited IRAs from creditor claims. In Clark, the court considered whether a person who had [...]

2307, 2016

Medicaid and Estate Recovery in New Jersey

Federal Medicaid regulations require a state to seek reimbursement from an individual’s estate for the cost of long-term nursing facility services. Medicaid liens, as they are commonly referred to, are a lien placed against a [...]

2107, 2016

How Will Brexit Impact Your Financial Planning?

Market volatility is a constant in our modern world. But so-called Black Swan events sometimes take the concept of volatility to the next level. On June 23, voters in the U.K. passed a referendum supporting [...]

1607, 2016

Keeping Control of Your Trust

Every different form of trust contains its unique benefits and drawbacks that depend on an individual’s estate planning needs. One particular example involves the choice between irrevocable and revocable trusts. As the name implies, an [...]