2nd Quarter of Year Ending – Review, Revise & Update Personal & Business Matters

By Kevin | Published June 15, 2026 | Posted in Business Services, Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

The 2nd Quarter of this year is ending in about two (2) weeks. Good time to review and assess your personal & business matters. Analyzing same can provide updates and enrich opportunities to address current & ongoing matters this midyear. You can review business performances & operations as well as personal matters to then address Read More

Tax Season Starts Late January – But No Formal Date Yet Issued By IRS!

By Kevin | Published January 5, 2026 | Posted in Business Services, Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

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

Wills, Trusts & Power Documents: Get Your Estate Plan Documents in Place!

By Kevin | Published December 4, 2025 | Posted in Business Services, Estate Planning, Tax Matters, Wills & Trusts |

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

4th Quarter of Year & End of Year Approaching: Review, Revise, and Plan for Personal & Business Matters

By Kevin | Published October 1, 2025 | Posted in Business Services, Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

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

Motor Vehicle Transfer on Death!

By Kevin | Published September 10, 2025 | Posted in Business Services, Estate Planning, Wills & Trusts |

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

This “Make a Will Month” is Ending! Reach out to Get Your Estate Plan in Place!

By Kevin | Published August 27, 2025 | Posted in Business Services, Estate Planning, Real Estate, Wills & Trusts |

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

Make a Will Month! Get Your Estate Plan in Place!

By Kevin | Published August 1, 2025 | Posted in Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

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

BUSINESS BUY-SELL AGREEMENT & SUCCESSION PLANNING – LIFE INSURANCE!

By Kevin | Published June 10, 2025 | Posted in Business Services, Estate Planning, Wills & Trusts |

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

Estate Planning: Wills, Trusts & Powers Documents Get In Place or Updated!

By Kevin | Published December 10, 2024 | Posted in Business Services, Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

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

National Make a Will Month – Estate Planning!

By Kevin | Published August 30, 2024 | Posted in Estate Planning, Real Estate, Tax Matters, Wills & Trusts |

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

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