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Resources

Business professionals discussing succession planning for e-commerce brands, highlighting the importance of estate planning and securing business longevity in a competitive market.
Blog post

Succession Planning for E-Commerce Brands

November 5, 2018
E-commerce has changed the way the world does business, offering even the smallest enterprises and solo entrepreneurs 24 hour-a-day access…
Elderly woman with a thoughtful expression, representing the focus on dementia-specific advanced healthcare directives in estate planning and discussions about maintaining dignity during cognitive decline.
Blog post

Living Wills and Dignity-Based Dementia Planning

October 30, 2018
Advanced healthcare directives, or living wills, are a critical component of a comprehensive estate plan, providing guidance to family and…
A joyful senior couple exchanging vows at their wedding, illustrating the importance of revising estate plans during remarriage to address changes in familial and financial dynamics.
Blog post

Redo Your Estate Plan When You Remarry

September 3, 2018
If you are getting remarried, you obviously want to celebrate, but it is also important to focus on less exciting…
A family sitting together, symbolizing the importance of discussing estate planning and inheritance to prevent wealth loss in future generations.
Blog post

Inheritance Shouldn’t Be a Secret

August 28, 2018
Family wealth and inheritance can have a significant impact on the younger generation’s options and standard of living. But, contrary…
A couple sitting together at a table, reviewing financial documents and a laptop, symbolizing strategic estate planning and management of an inheritance.
Blog post

Managing Your Inheritance

August 20, 2018
Receiving a significant inheritance can be life-altering. For those just starting out or just making ends meet, an inheritance may…
An elderly couple reviewing estate planning documents with their advisor, highlighting the importance of understanding both estate and life care planning for comprehensive legal preparedness and asset management.
Blog post

Estate Planning v. Life Care Planning: What’s the Difference?

August 10, 2018
Traditional estate planning is primarily designed to ensure that your belongings and assets pass in an orderly manner after your…
A senior couple reviewing estate planning documents with a financial advisor, symbolizing the complexities of managing an insolvent estate in New Jersey.
Blog post

Management of an Insolvent Estate in New Jersey

August 2, 2018
Traditional estate planning is primarily designed to ensure that your belongings and assets pass in an orderly manner after your…
Blog post

Switching Medicare Plans If You Move

July 31, 2018
If you are over 65 and preparing to move to another county or state, be sure to add "check Medicare…
Close-up of two professionals discussing estate planning documents, symbolizing the collaboration involved in appointing co-trustees for effective trust management.
Blog post

Can a Trust Have Two Trustees, and Can a Co-Trustee Act Alone?

July 26, 2018
The short answer: yes, a trust can have two trustees, or three, or more. Whether a co-trustee can act alone…
An elderly woman in a wheelchair is lovingly embraced by a family member during a visit, symbolizing the importance of family involvement in nursing home care decisions.
Blog post

Choosing and Evaluating a Nursing Home

July 20, 2018
Can there be a more difficult job than finding a nursing home for a parent or spouse? No one wants…
A close-up of a person writing a letter of instruction, an essential but non-binding document that aids in estate planning and guides personal representatives in asset management and distribution.
Blog post

What Role Does a Letter of Instruction Play in Estate Planning?

July 20, 2018
Unlike a will, trust document, nomination of guardian, or advance healthcare directive, a letter of instruction is not a binding…
Parent writing estate planning documents at a desk with a focus on securing their children's future through legal and personal preparations.
Blog post

Estate Planning for Children Involves More than Legal Arrangements

July 15, 2018
As a parent, you want to ensure that your children are well cared for and provided for if you should…

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