Estate Planning and Wills

Why Integrate Business Succession with Estate Planning?

April 12, 2024

Team TREEL

Secure your business’s legacy and ensure the seamless transition of your life’s work by incorporating…

Fact or Fiction: Medicaid is Going to Take My House

March 8, 2024

Team TREEL

New Jersey’s Medicaid program provides essential health care services to residents who meet certain income…

Crunch the Numbers: Retirement Calculators & Estate Planning

February 9, 2024

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Sarah is 35 years old, single and a full-time professional who loves to travel. She…

5 Ways Life Insurance Policies Support Estate Plans

February 2, 2024

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Life insurance policies are powerful tools for estate planning, but their effectiveness depends on careful…

Inherited Debt: One Family’s Estate Planning and Debt Management Experience

January 12, 2024

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John Johnson managed all his family’s finances. His wife, Elaine, never got involved in paying…

Ethical Dilemmas and Legal Protocols: Funeral Planning for a Difficult Family Member

December 22, 2023

Team TREEL

After years of experiencing a terrible relationship with their father, who was an addict and…

Put the Pedal to the Metal: Motor Vehicles Now Included in “Transfer on Death” in New Jersey

November 10, 2023

Team TREEL

New Jersey’s new “transfer on death” law for motor vehicles, which went into effect in…

Case Study: Is Handwritten Critique on Estate Plan a Legal Update?

October 27, 2023

Team TREEL

Shortly after her husband died, one of Tamara’s* adult children took her to an attorney…

Incapacitation: When Does a Power of Attorney Activate?

September 8, 2023

Team TREEL

Your mother named you as her agent in her power of attorney (POA). Now, your…

When Estate Planning Documents Have Errors

August 25, 2023

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Michelle* hired an estate planning attorney to draw up a basic estate plan, including a…

Long-Term Care: Medicaid Planning

August 11, 2023

Team TREEL

John, 75, is a retired teacher earning $1,800 per month in Social Security benefits. He…

Determining the Value of Collectibles for Estate Planning

July 28, 2023

Team TREEL

Whether you hope to pay for long-term care by selling your stamp collection or are…

Estate Planning and Wills

Why Integrate Business Succession with Estate Planning?

Fact or Fiction: Medicaid is Going to Take My House

Crunch the Numbers: Retirement Calculators & Estate Planning

5 Ways Life Insurance Policies Support Estate Plans

Inherited Debt: One Family’s Estate Planning and Debt Management Experience

Ethical Dilemmas and Legal Protocols: Funeral Planning for a Difficult Family Member

Put the Pedal to the Metal: Motor Vehicles Now Included in “Transfer on Death” in New Jersey

Case Study: Is Handwritten Critique on Estate Plan a Legal Update?

Incapacitation: When Does a Power of Attorney Activate?

When Estate Planning Documents Have Errors

Long-Term Care: Medicaid Planning

Determining the Value of Collectibles for Estate Planning

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