2026 Federal Estate Tax Law Changes Countdown BeginsJanuary 17, 2025Team TREELAs of right now, the rules for federal estate taxes will change on Jan. 1,…Read More
Aretha Franklin’s Cautionary Estate Planning TaleOctober 6, 2023Team TREELThe Queen of Soul, Aretha Franklin, left behind a legacy of iconic songs when she…Read More
Four legal steps to take right after an Alzheimer’s diagnosisSeptember 22, 2023Timothy RiceIf you or a loved one has been diagnosed with Alzheimer’s disease, it is important…Read More
Incapacitation: When Does a Power of Attorney Activate?September 8, 2023Team TREELYour mother named you as her agent in her power of attorney (POA). Now, your…Read More
Determining the Value of Collectibles for Estate PlanningJuly 28, 2023Team TREELWhether you hope to pay for long-term care by selling your stamp collection or are…Read More
Case Study: An Outdated Will Leads to a Sibling Legal BattleJune 30, 2023Team TREELJulie* has spent the year since her mother’s death fighting with her siblings over her…Read More
Rumor v. Reality No. 5: Accessing a Partner’s AccountsMay 19, 2023Team TREELRumor: “Spouses have the automatic right to access the other spouse’s accounts, so my spouse…Read More
Case Study: Sibling House SquabbleMay 5, 2023Team TREELLucy’s* adult siblings have lived with their parents for years. Neither her brother nor her…Read More
Rumor v. Reality No. 3: I Don’t Need an Attorney to Edit My WillMarch 24, 2023Team TREELRumor: “To make changes to my original Will, I can mark it up by hand…Read More
Do Your Clients Need an Estate and Elder Law Attorney?March 10, 2023Team TREELFinancial advisors and planners, real estate and insurance brokers and attorneys in a variety of…Read More
Rumor v. Reality No. 2: When Equal Inheritances Become UnequalFebruary 24, 2023Team TREELRumor: “My children are receiving equal inheritances because my Will indicates that my money is…Read More
Estate Planning in New Jersey Under the Respect for Marriage ActJanuary 27, 2023Team TREELCourts and politicians are in a constant tug of war over the issue of same-sex…Read More