Family Planning

601, 2019

5 Estate Planning Tips for the Non-Traditional Family

Is your family of the “Leave It to Beaver” variety -- opposite-gender parents, the first marriage for each, one or more kids, all healthy and thriving? If so, your estate plan will probably be pretty [...]

412, 2018

Estate Planning for Young Families

Given how much parents of young children have on their plates, it’s understandable that estate planning isn’t typically at the top their to-do lists. But the truth is, once you have children, estate planning becomes [...]

709, 2018

Caregiver Support is Critical for the Whole Family

All too often, the task of caring for an elderly, disabled or terminally ill family member falls entirely—or nearly so—to one family member. Sometimes this happens by default, because one family member lives near the [...]

2808, 2018

Inheritance Shouldn’t Be a Secret

Family wealth and inheritance can have a significant impact on the younger generation’s options and standard of living. But, contrary to popular belief, that impact isn’t always positive. In one 25-year study of thousands of [...]

1806, 2018

Estate Planning Documents to Review Before a Divorce

Many people neglect to update some or all of their estate planning documents when they divorce, while others move quickly to change beneficiaries and make other updates after a divorce. However, some estate planning changes [...]

1905, 2018

Options for Updating Your Will in New Jersey

For most people, writing a will isn’t a one-and-done event. Unless your will is drafted very near the end of your life, chances are good that changes over your lifetime will make it necessary to [...]

2404, 2018

The Most Challenging Estate Planning Issues May Surprise You

Earlier this year, a survey of estate planning professionals across a range of professions revealed that the biggest obstacle in the estate planning process isn’t taxes, legal requirements, or expense—it’s your family. More specifically, 44% [...]

1604, 2018

Estate Planning for Older Parents

A combination of advances in medical science, longer life spans, people marrying later, second marriages, and other factors mean that many Americans have children later in life than was the norm just a generation ago. [...]

211, 2017

What To Do When a Loved One Passes Away

Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues demanding [...]

509, 2017

Estate Planning For the Newly Married

Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you've effectively just done a working inventory of your possessions—as you've [...]

108, 2017

The Perils of Joint Property

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other [...]