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Resources

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.
Blog post

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…
Image depicting a person making notes or changes to a will, representing the process of updating estate planning documents, with a focus on how to change a will in New Jersey.
Blog post

How Do I Change a Will in New Jersey?

January 2, 2018
Creating a will is an important step in estate planning, but circumstances change. It is important to review your will…
A senior couple sitting at a table with financial documents, discussing their retirement income tax exclusion options in New Jersey.
Blog post

Understanding the New Jersey Retirement Income Tax Exclusion   

December 30, 2017
New Jersey has long provided state income tax exclusions for pensions and other retirement income. The state doesn’t tax Social…
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.
Blog post

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…
A caregiver gently holding the hand of an elderly person, symbolizing the emotional and practical aspects of end-of-life care decision-making and the significance of proper estate planning and legal documents such as health care proxies and living wills.
Blog post

New Jersey Lawmakers Seek to Improve Caregiver Support

December 15, 2017
Well over one million New Jersey residents are caring for elderly and disabled relatives, and the challenges they face can…
Image of a last will and testament document, highlighting the concept of a pour over will in estate planning and its role in transferring assets to a trust.
Blog post

What is a Pour Over Will?

December 9, 2017
When you start thinking about protecting your loved ones with an estate plan, the terminology you encounter may be confusing.…
Image showing 2018 tax planning changes, highlighting New Jersey's repeal of the estate tax effective January 2018, relevant to estate planning and elder law topics.
Blog post

No New Jersey Estate Tax after December 31, 2017

December 4, 2017
In 2016, the New Jersey legislature repealed the state’s estate tax, but phased in the change. For those who passed…
Elderly man looking at empty wallet, representing the financial exploitation and fraud affecting seniors in the United States.
Blog post

U.S. Seniors Lose Billions Each Year to Fraud and Financial Abuse

December 1, 2017
Estimates of the annual cost of fraud and exploitation of the elderly in the United States vary significantly. However, there…
A legal document with a focus on a self-proving will, illustrating its role in estate planning and elder law.
Blog post

What is a Self-Proving Will?

November 27, 2017
The phrase “self-proving” will suggests that no further evidence of the document’s validity is necessary. While that’s true in a…
A concerned family sitting together at a table, discussing estate planning and debt responsibility after a loved one's death.
Blog post

Who is Responsible for Debts When a Family Member Dies?

November 24, 2017
Whether you are putting together your estate plan or you have recently lost a loved one and are working toward…
A cat sitting on a table next to a woman demonstrating the bond between pet owners and their pets, relevant to estate planning considerations for ensuring the future of animals.
Blog post

Estate Planning for Pet Owners

November 21, 2017
The widowed, childless millionaire leaving his entire estate to a Pekingese and the wealthy woman disinheriting her children in favor…
A dark, shadowy figure at a computer, symbolizing the threat of identity theft targeting deceased individuals, highlighting the importance of estate planning and elder law to protect personal information.
Blog post

Identity Theft Can Reach Beyond the Grave

November 19, 2017
When you lose a loved one, identity theft is probably the furthest thing from your mind. Clearly, it’s not an…

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