Resources

Transferring wealth from one generation to the next is a tricky business. It becomes even more complex when a family business is involved since it raises many different emotions tied to planning for the succession of the business and presents significant questions for business owners. Whether consciously or subconsciously, many […]

Understanding the Importance for Planning of your Future and your Beneficiaries’ Needs We all know the saying, “There are two things in life that are unavoidable: death and taxes.” But what about death taxes? Prior to 2018, New Jersey residents often used the terms “estate tax” and “inheritance tax” interchangeably […]

As published in the New Jersey Law Journal, March 19, 2021 While digital assets, or more precisely, cryptocurrency, have made certain transactions simpler, they have complicated the estate planning process. Clients who have acquired such assets must incorporate them into their estate planning documents or risk losing them forever. Digital […]

With all of the issues and emotions that accompany a divorce, it may be challenging to think about your estate planning documents. But there are scenarios that can bring about undesired consequences, particularly in the event of death or incapacity before a final judgment of divorce is entered. This article explains […]