24 07, 2023

Medicaid Asset Protection Trusts (MAPT) in Long-Term Care Planning

2023-07-24T08:13:56-04:00July 24th, 2023|

Medicaid Asset Protection Trusts (MAPTs), also known as Medicaid Planning Trusts or Home Protection Trusts, offer a crucial planning strategy for individuals seeking Medicaid coverage but having excess assets. These specialized trusts provide a means for Medicaid applicants to protect [...]

22 07, 2023

Transferring Parent’s Home Under Medicaid Caregiver Child Exemption

2023-07-24T08:19:27-04:00July 22nd, 2023|

When it comes to caring for elderly parents and securing their long-term care, the caregiver child exemption, also known as the caretaker child exemption, is a valuable option for families. This provision enables seniors to transfer their primary home to [...]

23 07, 2019

How to Plan Your Funeral

2019-07-23T14:35:54-04:00July 23rd, 2019|

Thinking about your funeral may not be fun, but planning ahead can be exceedingly helpful for your family. It both lets them know your wishes and assists them during a stressful time. The following are steps you can take to plan [...]

15 11, 2018

Estate Planning in the Digital Age

2018-11-16T06:21:27-05:00November 15th, 2018|

What happens to my Facebook photos after I die? Can I pass on my iTunes music library to my children? Can my sister access my personal email account? At one point or another, questions like these have probably crossed your [...]

14 05, 2018

Digital Estate Planning for the 21st Century

2018-05-28T08:56:26-04:00May 14th, 2018|

The need for digital estate planning is fairly new, but it’s a significant and growing issue. From ownership of digital assets to control of email and social media accounts, the modern estate administrator has a lot of work to do [...]

13 01, 2018

Avoid the Most Significant Real Estate Investment Risk

2018-02-02T22:10:31-05:00January 13th, 2018|

When you hear that real estate investment can be risky, the first thing that comes to mind is probably the possibility that you’ll end up taking a loss on the investment property. Maybe the local market will decline, and the [...]

5 01, 2018

Asset Protection for Beneficiaries and Heirs

2018-02-02T22:10:31-05:00January 5th, 2018|

Often, people think about asset protection simply as a way to minimize risk during their lifetimes, separating risk management from estate planning. However, asset protection for beneficiaries can play a significant role in estate planning—especially when there are concerns about [...]

20 12, 2017

What is Asset Protection?

2018-02-02T22:10:32-05:00December 20th, 2017|

For many people, the term “asset protection” brings to mind safes and alarm systems. Though physically protecting your valuables is important, true asset protection is much more sophisticated. What is Asset Protection for New Jersey Residents? So, what is asset [...]

6 09, 2017

HUD Makes Reverse Mortgages a Little Less Attractive

2017-09-11T07:48:14-04:00September 6th, 2017|

The Department of Housing and Urban Development (HUD) has announced changes to the federal reverse mortgage program. Citing the need to put the program on better financial footing, HUD will raise reverse mortgage fees for some borrowers and lower the amount [...]