A “Financial Love Letter”
A father in his 70s gave his daughter a file he titled “financial love letter.”…
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Wills
Four Critical Estate Planning Documents for LGBTQ Couples
While the right for LGBTQ couples to marry is relatively new, it is important not…
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Moving Out of State: Put Your Estate Plan on Your Packing List
The couch is too big for your new living room and that table lamp just…
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No Heir Estate Planning
If you don’t have children, a spouse or other close friends and family, it is …
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Case Study: Powers of Attorney and Advance Medical Directives
What could happen if you don’t have powers of attorney and advance medical directives: A…
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Case Study: Sticky Notes Can’t Replace a Will
When Zappos.com CEO Tony Hsieh died, the multi-millionaire did not have a Will or estate…
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Case Study: Unequal Inheritance Leads to Will Dispute
When Joseph* died at age 98, his Will left unequal inheritances to his four children.…
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What are the Laws of Intestate?
While almost everyone knows it’s best to have a Will — many people don’t. When…
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Inexpensive Handwritten Wills and Other Myths
In the past few years, we have handled several estates which included handwritten Wills. It…
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KIMBERLIE FIERO TO PRESENT AT A SEMINAR ON ESTATE PLANNING, LIFE INSURANCE AND LONG-TERM CARE
On Tuesday, December 3, Kimberlie A. Fiero will present a program at the Wall Township…
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Finding someone’s date of death
Imagine your grandfather left a portion of his estate to his sister, but Great Aunt…
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Estate planning for taxpayers without kids
If you’re single with no kids, or married without kids, you have some unique estate…
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