Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

Simple trust vs. complex trust
Before you set up a trust, it's important to understand the different types available and the implications of choosing one.
April 26, 2024 · 2 min read
When to change your living trust
Whenever there is a significant change that affects your life or property, it's time to review your estate plan to determine if you need to change your living trust.
April 26, 2024 · 4 min read
Top 5 must-dos before you write a living trust
Making your living trust will be easier if you think it through and gather necessary information before you sit down to do it
April 26, 2024 · 2 min read
Understanding living trusts
Living trusts can be an excellent way to transfer your assets to your loved ones while maintaining control over the assets during your lifetime.
April 26, 2024 · 3 min read
Using a generation skipping trust in your estate plan
Generation-skipping trusts can be handy estate planning tools, especially for those who are looking to save money on estate taxes, but do you need one? Here's what you'll want to know.
April 26, 2024 · 2 min read
Making a living trust the beneficiary of a Roth IRA
In the event funds remain in the Roth at your death, designating a living trust as the beneficiary of your Roth IRA also can benefit your heirs.
April 26, 2024 · 3 min read
Adding property to your living trust
A living trust isn't set in stone. You can add or remove assets so long as you follow the proper procedures to do it.
April 26, 2024 · 2 min read
New Jersey last will and testament
Teaser: A last will ensures your property is passed according to your wishes when you pass away. Find out more about the specific laws that affect last wills in New Jersey, how to get a last will, how to change a last will, and more.
April 26, 2024 · 5 min read
Estate planning & young adults: What to consider
It isn't just for the elderly or people with a lot of money. No matter how old you are, there are good reasons why everyone should have an estate plan.
April 26, 2024 · 3 min read
Who is liable when there are mistakes in an estate plan
If you've been harmed by a lawyer's estate planning mistake, you may have a claim for legal malpractice. Learn more about common types of estate planning errors and what you can do about them.
April 26, 2024 · 3 min read

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