June 15, 2021June 11, 2021New Jersey, Will

Appointment of a NJ Funeral Representative

In 2019, the State of New Jersey quietly updated the law with […]

June 8, 2019October 1, 2019Estate Planning, Florida, Probate, Snowbird, Will

Florida Electronic Wills Soon To Be Legal

According to the Wills, Trusts & Estates Prof Blog, Florida has enacted […]

November 2, 2018February 19, 2021Will, YouTube

Why You Should Have A Will

I am happy to announce that we have finally finished creating a […]

October 10, 2018February 19, 2021Basis, Diclaimer, Estate Tax, New Jersey, Revocable Grantor Trust, Revocable Intervivos Trust, Will

Repeal of the NJ Estate Tax – Should married couples update their wills?

Effective January 1, 2018, New Jersey repealed its estate tax.  The question […]

January 23, 2017February 26, 2021Estate Litigation, Estate Planning, Estate Tax, Titling of Assets, Trusts, Will

Why Titling Of Assets Is So Important In Second Marriages

I was talking to another estate planning recently and discussing how much of our […]

January 8, 2016March 3, 2021Attorney, Business Succession Planning, Estate Planning, Tax Planning, Will

Do I Need An Attorney To Prepare A Simple Will?

I occasionally get asked if it is really necessary to hire an […]

October 22, 2015March 3, 2021Estate Administration, Estate Planning, Federal Estate Tax, portability, Will

The Difficulty of Porting a Deceased Spouse’s Unused Exemption Amount in Second Marriage Situations

Many estate planning commentators have joked that estate tax portability will lead […]

October 28, 2013March 9, 2021Estate, Estate Administration, Estate Tax, Executor, Guardianship, Income Tax, Inheritance Tax (相続税）, Trustee, Will

Choosing an Executor, Trustee and Guardian

Clients frequently ask me for advice on who they should name as […]

October 4, 2013November 16, 2020Advanced Health Care Directives, Estate Planning, Power of Attorney, Will

When Should I Write a Will?

Many people question when they should start their estate planning. The short […]