The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns …

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the …

What is Probate? How do I avoid probate? Should I even TRY to avoid it? (If you haven’t checked out the Link to the video …

Has someone in your family informed you that you’re a successor trustee? Are you thinking you might never be needed in this role because the …

Happy New Year! It is 2020 and if you’re anything like me, you’ve set some goals for this year. Maybe your goals involve estate planning. …

A personal representative appointed to manage an estate or an executor named in the will by the person who passed away has many different responsibilities …

When a decedent’s debts are formally paid out and the property that is not otherwise distributed under the law is transferred to heirs and beneficiaries, …

The court-supervised process that might be initiated after a person passes away is known as probate in New Jersey. While there are some situations that …

Have you remembered to include a personal collection of items in your estate planning? Whether it’s art, coins, stamps, or something else altogether, you’ll make …

You might take steps to list everything you can inside your estate, but it’s still possible to leave items out. When you’re working to help …