Estate and probate law includes tax minimization for estates, trust law, probate administration and more.

What is Undue Influence?

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It sounds like fodder for a soap opera, but it happens far too often in real life: a sudden last-minute revision to an estate plan, made by someone possibly of unsound mind, that leaves a huge amount of money to a suspicious party. Undue influence is a form of elder abuse. The undue influencer will […]

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Special Needs Estate Planning

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If you have a loved one with special needs, what happens when you can no longer care for them? If you do have an estate, a trust, or inheritance, you can rest assured: you do have options for special needs estate planning. The question is, what option should you put in place in the event […]

What is a Fiduciary?

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A fiduciary is the person you will need to manage your finances when you, yourself, can’t. That being said, it truly is a thankless job as the fiduciary is only responsible for funds that don’t even belong to him/her. However, a fiduciary is the most important person for you in making those key financial decisions. […]

What is a Defective Will or Trust?

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Aside from certain legal tax avoidance issues, a “defective” will or trust sometimes is a will or trust document with legal insufficiencies and errors that would otherwise make the content null and void and ultimately un-actionable for the deceased. This could be a result of carelessness and human error, often occurring due to DIY estate […]

What Are My Duties as an Executor of a Will?

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A deceased person’s estate has to go somewhere, and a last will and testament seeks to answer the question of where. However, in order for that to happen, a will requires what is known as an “executor.” If you’ve been assigned such a task, there are a few things you will need to know. Work […]

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How to Protect Your Family with Estate Planning

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Six 6 Steps to Protecting Your Loved Ones Planning for the future can mean different things to different people. However, while we may work toward goals such as securing financial stability or obtaining adequate health care while we are alive, we can sometimes neglect the future that comes after we are gone. That’s where estate […]

What To Do When Someone Dies Without a Will

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When someone dies, emotions can run high when assets and debts of the deceased must be dealt with. A will can help ease this process, but when the deceased is without a will, survivors of the deceased will have to work with a probate court. Here is an overview of the process and important terms […]

Why Would Someone Contest a Will?

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The death of a loved one often leaves friends and relatives in a state of uncertainty, especially once the time comes to make sense of everything that is left behind. Everything that was built up and saved by the deceased during their lifetime must now be dismantled, dispersed, and resolved among the living. Did they […]

Here’s How the New Tax Law Affects You

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Tax season has come and gone, but there are some things you should know about the new tax bill that will affect your 2018 taxes next year. This is a particularly important reform since it is the largest reform in over thirty years, as well as one of the most complicated. First, Some Basics Explained […]

Why Everyone Should Get an Estate Plan

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When people think of estate planning, they might believe this is something only the very wealthy have to address. The truth is, an estate plan is one of the most important documents that you consider and execute, and they aren’t just for the rich. Surprisingly, many people don’t even realize that they, themselves, have assets […]

Do I Need a Will in New Jersey?

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Do you need a will in New Jersey, or can you just go without? Passing away without a will results in state law determining who your heirs are and what amount of property they will receive. By consulting with an attorney and creating a testimonial will (which may include advanced medical directives, which spell out […]

Do You Need a Will in New Jersey?

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Does a person need to have a will in New Jersey? If you do not have a will when you pass away, your assets will be distributed to your heirs according to state probate laws, and there may be tax consequences that could have been avoided with planning. Whether you need a comprehensive estate planning […]

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Need an Attorney for Tax Law?

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In the United States, tax laws are difficult to comprehend without a professional at your side. A number of lawyers are also CPAs, and other types of attorneys focus on tax litigation. Different regulations dictate when the government can tax citizens for personal income, real estate, business profits, gifts, estates and a variety of other […]

Can I Receive Social Security Disability?

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Social Security provides financial assistance for those with disabilities. People in these situations can apply for Social Security Disability (SSD) or Supplemental Security Income (SSI). Those who apply for and successfully receive Social Security may receive benefits to help them live as they are unable. However, these programs differ in a few important ways, and […]

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What Should I Know About Retirement Planning?

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Preparing for retirement can be a complex process, but fortunately lawyers can ensure that those considering retirement have legally sound, effective retirement plans. Attorneys who specialize in elder law, estate planning law or probate law may be able to assist clients with retirement preparations. These attorneys may be able to handle all the details concerning […]