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Providing Education & Guidance to Help Protect Your Loved Ones

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

January 31, 2025

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Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration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

Secure Your Legacy: How Corporate Trustees Ensure Peace of Mind

December 6, 2024

Team TREEL

Estate and Trust Administration

Trusts help ensure that your assets are protected and distributed according to your wishes. A key component of any trust is the selection of a trustee: the individual or entity…

Corporate Trustee, Trustee

Case Study: Naming One, All or None of Your Children as POA or Executor

November 15, 2024

Team TREEL

Case Studies, Estate Planning and Wills

Betty* is an 80-year-old widowed mother of two daughters, Janine and Michelle. Betty describes Janine as a type-A personality: opinionated, stubborn and controlling. Michelle, on the other hand, has a…

Estate Executor, power of attorney, sibling rivalry

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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

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Case Study: How Outdated Plans and Overlooked Details Led to Challenges in a New Jersey Estate Administration

Secure Your Legacy: How Corporate Trustees Ensure Peace of Mind

Case Study: Naming One, All or None of Your Children as POA or Executor

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