By Kevin | Published January 5, 2026 | Posted in Business Services, Estate Planning, Real Estate, Tax Matters, Wills & Trusts |
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Wills & Trusts
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⟩ Tax Season Starts Late January – But No Formal Date Yet Issued By IRS!
The IRS has not yet announced the official start date for the tax return filing season. However, the date may be January 24, set forth informally by the IRS. Also, based upon previous years’ trends, e-filings will open up in the last week of January, likely between January 26 & 28. Below is the IRS Read More
Read MoreWills, Trusts & Power Documents: Get Your Estate Plan Documents in Place!
ESTATE PLANNING, or existing Estate Plan documents updating, is very important to address and or follow through to complete. Estate Plan can clearly set forth your intentions and also your assets and distributions, as well as your personal items, and other matters as you seek to address. The typical Estate Plan includes a Last Will Read More
Read More4th Quarter of Year & End of Year Approaching: Review, Revise, and Plan for Personal & Business Matters
The 4th Quarter, and end of year approaching, presents opportunities to assess your personal and business matters. Analyzing the past provides a more enriched opportunity to address current matters and also future matters as well for the end of year and next year. You can review business performances and operations, as well personal matters, to Read More
Read MoreMotor Vehicle Transfer on Death!
An individual whose motor vehicle is titled in New Jersey may designate a beneficiary to receive ownership of a vehicle upon their death. The vehicle will not be considered part of the estate probate or administration, and therefore no letters of testamentary or administration are required for transfer. The transfer does not take effect until Read More
Read MoreThis “Make a Will Month” is Ending! Reach out to Get Your Estate Plan in Place!
This “Make a Will Month” is Ending! Reach out to Get Your Estate Plan in Place! WILLS & ESTATE PLANNING is important and needs to be prepared and properly executed as previously set forth. Estate planning can clearly formalize your intentions, wishes and also asset distributions. It can also address your personal items and any Read More
Read MoreMake a Will Month! Get Your Estate Plan in Place!
Make a Will Month! Get Your Estate Plan in Place! WILLS & ESTATE PLANNING is important and needs to be prepared and properly executed. Estate planning can clearly set forth your intentions and wishes, and also your asset distributions, as well as your personal items, and other matters as you so desire. Your Estate Plan consists of Read More
Read MoreBUSINESS BUY-SELL AGREEMENT & SUCCESSION PLANNING – LIFE INSURANCE!
BUSINESS BUY SELL AGREEMENT & SUCCESSION PLANNING – LIFE INSURANCE! Whether Personal or Business life insurance, same can often be used for buyout and or a buy-sell agreements, as well as other related agreements and provisions. Business life insurance can support your business financially if something happens to you or other members and or partners. There Read More
Read MoreEstate Planning: Wills, Trusts & Powers Documents *Get In Place or Updated!*
ESTATE PLANNING and or existing Estate document updating is very important however many do not address or follow through to complete. Estate planning can clearly set forth your intentions and also your asset distributions, as well as your personal items, and other matters once you pass. The Estate Plan should include a Last Will & Read More
Read MoreNational Make a Will Month – Estate Planning!
National Make a Will Month Do you have a Last Will & Testament and or a full estate plan in place? As we are nearing the end of August, you can start, or review, your estate planning, as August is the National Make a Will Month. It is a great time to get your estate Read More
Read MoreIf A Person Dies Without A Will, Then Estate Administration, Not Probate, Is Required By County Surrogate Court
“What happens if a person dies without a Last Will & Testament” is an issue many may need to address. When no Will nor legitimate Will nor Trust exists, estate administration is then in lieu of probate and can be a bit more onerous and complex. A person’s real and personal property to be marshaled Read More
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