Estate

Choosing an Executor, Trustee and Guardian

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choosing an executor trustee and guardian

Clients frequently ask me for advice on who they should name as Executor, Trustee or Guardian when creating their Last Will and Testament.  First, let me explain the difference between the three roles. The Executor  The Executor is the person who probates your Will, goes into your house and looks through all your things, safeguards […]

Estate Litigation

New Estate Administration Comedy

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New Estate Administration Comedy

In the spirit of the great film, Brewster’s Millions, Fox TV has come out with a new comedy called The Goodwin Games.  You can see the first episode on Hulu if you want.  I’m always a sucker for wacky Will scenarios, and this seems to fit right in.  It appears to be about a father who […]

Estate Tax

NJ Estate Tax (Case Study $2M)

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NJ Estate Tax (Case Study $2M)

In New Jersey, tax planning and estate planning can be very important.  I’d like to show you a good representation of what a plan can do for a married couple with $2,000,000 in assets.  Let’s assume that the couple has $800,000 of life insurance, a house worth $400,000, retirement accounts of $200,000, brokerage assets of $350,000, and […]