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Contesting a Last Will & Testament in the State of New Jersey: Undue Influence and or Diminished Capacity

Contesting a Last Will & Testament in the State of New Jersey: Undue Influence and or Diminished Capacity Diminished capacity and or undue influence are part of several grounds to challenge the validity of a Last Will & Testament. The supporting evidence must show that the beneficiary or other party of interest had motive and Read More

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No Will? No Trust? Here Comes Estate Administration in New Jersey!

No Will? No Trust? Here Comes Estate Administration in New Jersey!   Questions and or matters always arise as to how you may have to administer to a decedents estates where the decedent does not have a Will or any valid Will. In the State of New Jersey, if no Will or no valid Will exists, Read More

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Year End Is Here! Review, Assess & Address Your Personal Matters & Business Matters!

Year end is here. Now is an opportune time to review, assess and address your personal matters and business matters as to any changing occurrences, existing issues and ongoing operations, to then address same for next year. Reach out to your trusted advisors as to these matters for year end review, and as to your Read More

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Estate Planning Review – IRA Required Minimum Distributions: Due December 31!

Estate Planning Review – IRA Required Minimum Distributions: Due December 31! Each year the Internal Revenue Service (IRS) notices taxpayers over the age of 72 as to their now required minimum distribution (RMD) on or before December 31.  An exception exists for IRA owners who turned age 72 in the current year, 2022. They may delay Read More

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Estate Planning & Inheritance Tax: What It Is; How Calculated & Who Pays It?

Estate Plan & Inheritance Tax: What It Is; How Calculated & Who Pays It? An inheritance tax is a tax imposed by only a few States on the recipients of inherited assets. In contrast to an estate tax, an inheritance tax is paid by the recipient of a bequest rather than the estate of the Read More

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End of Year Review of Retirement Plans & Estate Plans

Now is the time of year to review your matters to include retirement plans and estate plans.  Potential updates as to your current professional and personal plans can be reviewed and then identified, based upon any life changes, to then address matters to include intended beneficiaries, authorized representatives and fiduciary appointments. Changes, amendments, codicils and Read More

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Can You Arbitrate a Last Will and Testament? No! New Jersey Estate Plan and Administration

Can You Arbitrate a Last Will & Testament? No! The New Jersey Courts held that arbitration clauses in Last Will & Testaments are not enforceable. Even if a Will has a very clear and specific arbitration clause as to any dispute regarding the interpretation and or administration of the Will, same has no legal effect Read More

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Estate Planning in 2018 Double Trouble: New Jersey Repeals Estate Tax & The Tax Cut and Job Acts

The Tax Cuts and Jobs Act (TCJA)was signed into law on December 22, 2017. New Jersey has repealed its estate tax effective this year. Both will impact many estate plans. The federal estate, gift and generation-skipping transfer (GST) tax exemptions has doubled to $11,200,000 per individual. Thus, a married couple will have combined exemptions of Read More

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Office Address
Haddonfield Office
35 Kings Highway East
Ste. 212
Haddonfield, New Jersey 08033-0186
Phone: 856-428-5577
Text: 856-850-3900
Fax: 856-428-5969

Mailing Address
P.O. Box 284
Haddonfield, New Jersey 08033-0186
Phone: 856-428-5577