A New Jersey estate plan helps you maintain control over your health and financial affairs. It may also help you accomplish a wide range of specific objectives. While virtually all New Jersey estate plans include wills, state residents are increasingly recognizing the...
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Estate Planning
What 3 elements does a basic estate plan need?
Having a New Jersey estate plan in place helps you maintain control over your financial, medical and personal affairs. It may also lead to other benefits, such as your beneficiaries getting their hands on what you leave behind faster than they would otherwise....
Planning for federal estate taxes
A vital part of the estate planning process is recognizing (and optimizing) those opportunities to preserve assets for one's beneficiaries in New Jersey. Estate administration can be a costly process, so making plans to avoid probate or settle debts prior to one's...
Why do you need to keep your estate plan updated?
Having an estate plan can help you visualize your future and plan for the needs of your surviving family members. However, forgetting to keep it updated may interfere with its ability to function the way you intend. Periodically reviewing your plan can help you verify...
The Build Back Better Act and estate planning
Even passive news watchers have likely heard about the new legislation known as the Build Back Better Act. If passed, this new $3.5 trillion BBB Act will change the Tax Code, which will affect estate planning. Though, as it has not passed, we do not know which changes...
Important steps to take when making a successful estate plan
The estate planning process is often overlooked by individuals in New Jersey and elsewhere. Either they do not want to confront the inevitable and think about their death, they don’t think it is essential because they do not have much money or are still young. The...
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