February 24, 2020 |
Get a Spring Cleaning Start on Estate Planning
It’s the perfect time of year to incorporate your estate planning into the bigger picture. Estate planning requires a team approach and communication with all ...
Learn MoreGet a Spring Cleaning Start on Estate Planning
It’s the perfect time of year to incorporate your estate planning into the bigger picture. Estate planning requires a team approach and communication with all relevant parties. If you’re also a business owner, you can’t complete the process of estate planning without incorporating business succession planning and asset protection planning.
All of the key stakeholders and outside professionals who are connected to all of these decisions should be involved as to understand the process. If your estate planning papers are all old or if you’re not even sure where to find them, set aside time to schedule an in-person meeting with your lawyer. Starting all over with a new set of documents for whatever you need in this stage of life is recommended.
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Blog
February 19, 2020 |
My Parent is Struggling with Dementia: What Now?
If your loved one was recently diagnosed with dementia, the entire family has plenty of things to think about. It’s hard to determine when things ...
Learn MoreFebruary 18, 2020 |
Attorney Shah Chimes in: Wall Street Journal Estate Planning
Attorney Neel Shah was recently featured in a Wall Street Journal article about making decisions to distributing unequally among your children. While the easiest solution ...
Learn MoreFebruary 17, 2020 |
Getting Married Midlife: Don’t Forget Your Estate
Getting married to someone in later years is becoming increasingly common. In fact, plenty of research studies are looking into how Millennials choices to get ...
Learn MoreFebruary 12, 2020 |
Why You Need A Plan for Your Estate No Matter Your Stage in Life
There are so many misconceptions surrounding the process and the need for estate planning. It’s all too easy to brush this off or assume that ...
Learn MoreFebruary 11, 2020 |
Update Your Estate Plan to Match SECURE
A few impacts emerge from the Secure Act or the Setting Every Community Up for Retirement Enhancement; one of the biggest challenges associated with carrying ...
Learn MoreFebruary 10, 2020 |
What You Should Know About New Jersey’s Inheritance Laws
There is no longer an estate tax in New Jersey, but there is still an inheritance tax. This law has many different exemptions and complications, ...
Learn MoreFebruary 7, 2020 |
What Happens When You Fail at Market Timing?
The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks ...
Learn MoreFebruary 5, 2020 |
How to Fit Your Stepkids Into Your Estate Plan
One of the most complicated facets of estate planning emerges when you’ve been married more than once or have children from a previous relationship. Naturally, ...
Learn MoreFebruary 4, 2020 |
Does an Executor of an Estate Have to Use an Attorney to Execute the Will?
When you are appointed as the executor of an estate, it is important to review the instructions from the person who created this document. When ...
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