In discussing Special Needs Trusts, it is important to remember that their purpose is to improve the quality of disabled people’s lives beyond the basic assistance provided by government programs. ...
In our prior posting, we defined “Special Needs Trusts.” To recap, a “Special Needs Trust” is used to hold assets for a person with a physical or mental disability or with chronic illness. ...
If you or a loved one has special needs, you will be faced with a unique set of issues when undertaking estate planning. This post is the first in a ...
In honor of National Special Needs Law Month, we will be posting articles throughout October pertaining to estate planning and caring for loved ones with “special needs.” We will discuss Special ...
Today, people of all ages and income levels are part of a digital revolution. They are using computers and smart phones (based on digital technology) to access a huge ...
When a loved one passes away, there is, naturally, great sadness. But, for the surviving spouse or other family members, there’s little rest for the weary. Not only is time ...
Married couples with children or other loved ones to whom they wish to leave assets should seriously consider including Credit Shelter Trusts in their Wills. Currently, in New Jersey, ...
Approximately 90% of U.S. businesses today are family owned or controlled. For many owners, the business represents their largest financial asset. If you are a business owner at some point you ...
There are a variety of options that a person should consider when proceeding with estate planning. Each person’s situation is unique, and estate planning is not “one size fits all.” ...
Currently, federal law differs as to how same-sex and opposite-sex married couples are treated regarding estate taxes. In the case of opposite-sex couples, transfer of assets from a deceased spouse to ...