November 8, 2021 |
It’s My First Estate Planning Meeting; What Do I Bring?
If this is the first time you’ll be sitting down with your estate planning lawyer, there’s no doubt you’ll have some questions about what you ...
Learn MoreIt’s My First Estate Planning Meeting; What Do I Bring?
If this is the first time you’ll be sitting down with your estate planning lawyer, there’s no doubt you’ll have some questions about what you need to think about or bring with you to that initial meeting. 
If your lawyer does not already have a questionnaire prepared for you to fill out in advance of this meeting, you can do your own due diligence by documenting a few key things that are likely to come up during the meeting.
Schedule a meeting with a member of our advisory team
Blog
November 2, 2021 |
Have You Thought Through Your Final Arrangements and Documented it for Your Next of Kin?
One of the hardest parts of dealing with the loss of a loved is being asked to make decisions and make financial commitments about final ...
Learn MoreNovember 1, 2021 |
Why Accounting, Communication, and Transparency Are So Important for Trustees
Being appointed as a trustee of a trust has important ramifications for not just the trustee but also for other family members who are entitled ...
Learn MoreOctober 29, 2021 |
Can Your Financial Institution Impose Restrictions on Your Accounts and Beneficiary Plans?
Using a financial power of attorney is one way to ensure that there’s someone else to step in and manage your assets if you become ...
Learn MoreOctober 28, 2021 |
Does Everyone Have to Agree on the Distributions Plan for Stocks in an Account?
If you’ve been appointed as an estate executor in New Jersey, you have many different duties to fulfill. These must be handled with the utmost ...
Learn MoreOctober 26, 2021 |
How to Use Life Insurance to Pay Estate Taxes
When you’ve done your estate planning homework, you’ve laid a roadmap for your loved ones to take action quickly if and when something happens to ...
Learn MoreOctober 25, 2021 |
Marathons & Markets
Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad. From Chinese real estate woes threatening to disrupt their ...
Learn MoreOctober 21, 2021 |
Broad Versus Specific Language in Powers of Attorney: What to Know
You can create a general power of attorney which enables your financial power of attorney agent to make most decisions and financial transactions on your ...
Learn MoreOctober 19, 2021 |
How to Avoid the Financial Pitfalls of Being a Caregiver
Common Caregiver Pitfalls It takes a special type of heart and selflessness to be a caregiver for a loved one but sometimes the best intentions ...
Learn MoreOctober 18, 2021 |
Neel’s Gift as the ‘Indian’ Cowboy
My parents moved to the US in 1973, I was born in 1975. For some reason, whether it was by omission or intentional – I ...
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