4 12, 2018

Estate Planning for Young Families

2018-12-04T17:37:32-05:00December 4th, 2018|

Given how much parents of young children have on their plates, it’s understandable that estate planning isn’t typically at the top their to-do lists. But the truth is, once you have children, estate planning becomes a necessity regardless of your [...]

7 09, 2018

Caregiver Support is Critical for the Whole Family

2018-11-08T05:33:56-05:00September 7th, 2018|

All too often, the task of caring for an elderly, disabled or terminally ill family member falls entirely—or nearly so—to one family member. Sometimes this happens by default, because one family member lives near the person in need or has [...]

28 08, 2018

Inheritance Shouldn’t Be a Secret

2018-11-08T05:34:17-05:00August 28th, 2018|

Family wealth and inheritance can have a significant impact on the younger generation’s options and standard of living. But, contrary to popular belief, that impact isn’t always positive. In one 25-year study of thousands of families, researchers found that about [...]

15 07, 2018

Estate Planning for Children Involves More than Legal Arrangements

2018-11-08T05:36:20-05:00July 15th, 2018|

As a parent, you want to ensure that your children are well cared for and provided for if you should pass away or become incapacitated while they are still dependent on your support. So, as a responsible parent, you diligently [...]

18 06, 2018

Estate Planning Documents to Review Before a Divorce

2018-11-08T05:37:27-05:00June 18th, 2018|

Many people neglect to update some or all of their estate planning documents when they divorce, while others move quickly to change beneficiaries and make other updates after a divorce. However, some estate planning changes are likely in order before [...]

19 05, 2018

Options for Updating Your Will in New Jersey

2018-11-08T05:38:35-05:00May 19th, 2018|

For most people, writing a will isn’t a one-and-done event. Unless your will is drafted very near the end of your life, chances are good that changes over your lifetime will make it necessary to update your will and other [...]

24 04, 2018

The Most Challenging Estate Planning Issues May Surprise You

2018-05-27T17:04:28-04:00April 24th, 2018|

Earlier this year, a survey of estate planning professionals across a range of professions revealed that the biggest obstacle in the estate planning process isn’t taxes, legal requirements, or expense—it’s your family. More specifically, 44% of those surveyed by TD [...]

2 11, 2017

What To Do When a Loved One Passes Away

2018-02-02T22:10:32-05:00November 2nd, 2017|

Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues demanding attention. It can be difficult enough for [...]

5 09, 2017

Estate Planning For the Newly Married

2017-10-03T15:29:27-04:00September 5th, 2017|

Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you've effectively just done a working inventory of your possessions—as you've figured out how to consolidate [...]