Safeguarding Inheritances in a Divorce
When Linda* met with her estate planning attorney, her biggest concern was her daughter’s marriage.…
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Estate Planning and Wills
Unclaimed Wealth: How Escheated Searches Protect Your Family’s Legacy
When Sarah Jenkins lost her father unexpectedly, her family was left with not only the…
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Case Study: Naming One, All or None of Your Children as POA or Executor
Betty* is an 80-year-old widowed mother of two daughters, Janine and Michelle. Betty describes Janine…
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Unexpected Crisis: Why Estate Planning Matters for 18-Year-Olds
Sara, an 18-year-old college freshman living in another city from her parents, was energetic and…
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Case Study: Protecting Vulnerable Loved Ones
Jessica* is in her late 80s and lives in a memory care facility, where she…
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How to Choose an Estate Planning Attorney
Estate planning attorneys create estate plans that are legally sound, comprehensive and tailored to your…
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Case Study: The Importance of Keeping Trust Documents Organized
About a year and a half after his mother died, Jerry* and his son met…
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Case Study: The High Cost of Ignoring Estate Planning
Marie* passed away in 1994, leaving behind seven adult children. Her husband and three of…
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When Death Divides: A Case Study on Inheritance Without a Will
Multiple long-term relationships can lead to complicated inheritance issues when one member of the couple…
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Why Integrate Business Succession with Estate Planning?
Secure your business’s legacy and ensure the seamless transition of your life’s work by incorporating…
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Fact or Fiction: Medicaid is Going to Take My House
New Jersey’s Medicaid program provides essential health care services to residents who meet certain income…
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Crunch the Numbers: Retirement Calculators & Estate Planning
Sarah is 35 years old, single and a full-time professional who loves to travel. She…
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