Elder Law & Estate Planning
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13
01, 2018
A concerned investor reviews real estate documents, indicating the importance of understanding potential risks and liabilities associated with real estate investments in estate planning and elder law contexts.

Avoid the Most Significant Real Estate Investment Risk

January 13, 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…
05
01, 2018
A group of potential heirs and beneficiaries gathered in a family meeting, discussing estate planning and asset protection strategies to secure their financial future, addressing concerns such as debts and lifestyle risks.

Asset Protection for Beneficiaries and Heirs

January 5, 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
A close-up of a pen writing on a piece of paper labeled "Asset Protection," representing financial strategy and planning related to securing assets against liabilities and ensuring estate security.

What is Asset Protection?

December 20, 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…
06
09, 2017
A senior couple reviews reverse mortgage changes while planning their estate and managing elder financial matters.

HUD Makes Reverse Mortgages a Little Less Attractive

September 6, 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…
30
08, 2017
A young family sitting happily on the couch, symbolizing the importance of estate planning and elder law in safeguarding the future for your spouse and children.

Good Planning Protects Your Family’s Future

August 30, 2017
Fully protecting your spouse and children requires protecting yourself in ways that many young adults don’t consider, and preparing for eventualities most will never have to face. These tips on legal and financial planning for parents will help protect your…
03
08, 2017
A polished wooden casket, representing prepaid funeral contracts as a strategy for asset spend-down to qualify for Medicaid in estate planning and elder law.

Using a Prepaid Funeral Contract to Spend Down Assets for Medicaid

August 3, 2017
No one wants to think about his or her death, but a little preparation in the form of a prepaid funeral contract can be useful. In addition to helping your family after your death, a prepaid funeral contract can be…
11
07, 2017
A thoughtful woman looks upwards, contemplating estate planning and the legal complexities that arise from dying without a will.

Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

July 11, 2017
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this…
06
06, 2017
A lawyer discussing estate planning with a couple, highlighting strategies to protect a child's inheritance from an untrustworthy spouse.

How to Protect Your Child’s Inheritance from His or Her Untrustworthy Spouse

June 6, 2017
Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses stay within the family. Indeed, a common question is what cost effective…
21
03, 2017
A family home representing estate planning and asset protection with clear blue skies in the background, emphasizing the importance of securing assets.

How You Can Build an Estate Plan that Includes Asset Protection

March 21, 2017
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that…
03
03, 2017
A picturesque house surrounded by lush greenery, symbolizing the stability and security offered by community property trusts in estate planning.

Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

March 3, 2017
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method? If you add your child as a joint tenant on your house, you will…

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