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Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide

When you start dipping your toes into estate planning, one of the first things you’ll ...

The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Tariff Policies Could Shape the Economy and Your Portfolio

The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...

The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Season Is Here: Are Your Witholdings on Track?

Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...

The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How Can I Change My New Jersey Will?

March 22, 2021

Have you had significant changes in your life circumstances that are making you rethink your existing estate planning documents? You are not alone. There are many different reasons why you might contemplate updating your New Jersey will.

In any of these cases, make sure you set aside time to speak to an experienced estate planning lawyer in New Jersey about your options. You may want to make changes to your will if:

  • You’ve adopted a child or had a child since you first created your documents.
  • You’ve gotten divorced or married since initially creating this will.
  • A personal representative or trustee passes away before you.
  • You have acquired a property that you wish to pass in a very particular manner rather than inside the terms of your will.

The process matters when you make updates to your will. Unfortunately, many people believe they can informally change their document by doing things like marking up an existing will or including an additional note, but these attempts are often unsuccessful. You have two options to update your will in New Jersey. The first of these is writing a new document and the second is adding an amendment to the will. If you are changing numerous terms inside the will, it is recommended that you create a new one to replace that older document. An amendment is used when you want to make a relatively straightforward change to a will. Your estate planning attorney can be the first one to help you update or revoke your will.

A knowledgeable New Jersey estate planning attorney can talk to you about whether an amendment or a freshly drafted will is the most appropriate way to view this situation. Schedule a consultation today with a New Jersey estate planning lawyer.

 


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting Invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide

When you start dipping your toes into estate planning, one of the first things you’ll ...

The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Tariff Policies Could Shape the Economy and Your Portfolio

The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...

The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Season Is Here: Are Your Witholdings on Track?

Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...

The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more