Estate Planning: Get Your Estate Plan In Place To Avoid Estate Administration!

By Kevin | Published May 3, 2023 | Posted in Business Services, Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

Estate Planning: Get Your Estate Plan In Place To Avoid Estate Administration! 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 Read More

You Can Be Worth More Dead Than Alive: Your Estate Value May Be Larger than You Know!

By Kevin | Published February 24, 2023 | Posted in Business Services, Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

You Can Be Worth More Dead Than Alive: Your Estate Value May Be Larger than You Know! How much are you worth? What is your estate valuation along with directed assets and life insurance worth? These valuations can be very disparate. When you pass, your beneficiaries may receive a large inheritance even though your current Read More

THE DEADLINE TO FILE YOUR PROPERTY TAX ASSESSMENT PETITION OF APPEAL IS APRIL 3, 2023*

By Kevin | Published February 22, 2023 | Posted in Business Services, Estate Planning, Real Estate, Tax Matters |

*IN NEW JERSEY, MOST MUNICIPAL & COUNTY DEADLINES FOR YOU TO FILE YOUR PROPERTY TAX ASSESSMENT PETITION OF APPEAL IS APRIL 3, 2023, BY 4:00 P.M. (Again, Depending upon your Municipality and or County). Despite the ongoing real estate market activity, many real estate property owners in New Jersey may be paying more than their Read More

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

By Kevin | Published January 11, 2023 | Posted in Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

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

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

By Kevin | Published December 22, 2022 | Posted in Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

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

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

By Kevin | Published December 15, 2022 | Posted in Business Services, Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

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

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

By Kevin | Published December 10, 2022 | Posted in Estate Planning, Tax Matters, Wills & Trusts |

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

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

By Kevin | Published December 9, 2022 | Posted in Estate Planning, Tax Matters, Wills & Trusts |

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

End of Year Review of Retirement Plans & Estate Plans

By Kevin | Published December 7, 2022 | Posted in Estate Planning, Wills & Trusts |

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

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

By Kevin | Published August 19, 2022 | Posted in Estate Planning |

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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