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Providing Education & Guidance to Help Protect Your Loved Ones

Safeguarding Inheritances in a Divorce

March 14, 2025

When Linda* met with her estate planning attorney, her biggest concern was her daughter’s marriage. While she adored her daughter, she had serious doubts about her son-in-law. Linda feared that…

beneficiary protection, divorce, inheritances, Joint Accounts, postnuptial, prenuptial, trusts

Case Study: Avoid This Costly Medicaid Gift Trap

February 21, 2025

Team TREEL

Medicaid Planning

In the early stages of dementia, Morris* wanted to start preparing for long-term care — perhaps in an assisted living or memory care center. Without first getting legal advice, he…

Federal Gift Tax, Gift Tax Law, Medicaid Spenddown

Unclaimed Wealth: How Escheated Searches Protect Your Family’s Legacy

January 31, 2025

Team TREEL

Estate Planning and Wills

When Sarah Jenkins lost her father unexpectedly, her family was left with not only the grief of his passing but also the daunting task of managing his financial affairs. Amid…

Escheated Searches

2026 Federal Estate Tax Law Changes Countdown Begins

January 17, 2025

Team TREEL

Estate Planning

As of right now, the rules for federal estate taxes will change on Jan. 1, 2026 — and they could take a bigger bite out of what you leave behind.…

federal estate taxes, Taxes

Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration

January 3, 2025

Team TREEL

Case Studies, Estate and Trust Administration

Just like families and finances, estate administration can be complicated. State probate and tax laws, family dynamics, and a failure to create a proper estate plan with the assistance of…

probate, trust, Will

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Compassionate Elder Law Attorneys

Our team of legal professionals can help guide you through the complexity of the laws surrounding Elder Law. Learn more on how we can help develop a plan to ensure you and your loved ones are protected.

Blog

Safeguarding Inheritances in a Divorce

Case Study: Avoid This Costly Medicaid Gift Trap

Unclaimed Wealth: How Escheated Searches Protect Your Family’s Legacy

2026 Federal Estate Tax Law Changes Countdown Begins

Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration

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