Careful planning for a loved one with disabilities is one of the most important and compassionate acts you can take as a parent or caregiver. It’s not just about securing their financial future, it’s about preserving their...more
5/30/2025
/ Asset Protection ,
Beneficiaries ,
Estate Planning ,
Guardianships ,
Life Insurance ,
Medicaid ,
Power of Attorney ,
Special Needs Adults ,
Special Needs Children ,
Special Needs Trust ,
Supplemental Security Income (SSI) ,
Tax Planning ,
Trusts
For parents of children with special needs, planning for the future goes far beyond drafting a will. One of the most complex — and important — pieces of the puzzle is ensuring that your retirement assets are distributed in a...more
5/19/2025
/ 401k ,
Asset Management ,
Beneficiaries ,
Disability Benefits ,
Disabled Children ,
Estate Planning ,
Medicaid ,
Retirement ,
SECURE Act ,
Tax Planning ,
Trusts
New Jersey Officially Introduces Driver’s License Notation for Autistic Motorists -
Autistic motorists in New Jersey, as well as their parents/guardians, are now able to request that their autism diagnoses be notated on...more
3/31/2025
/ Americans with Disabilities Act (ADA) ,
Beneficiaries ,
Disabilities ,
Disability Discrimination ,
Driver's Licenses ,
Elder Care ,
Elder Issues ,
Guardianships ,
Inheritance ,
Mental Health ,
Motor Vehicles ,
New Jersey ,
Special Needs Adults ,
State and Local Government ,
Transportation Industry ,
Trusts
The Great Wealth Transfer: Preparing the Next Generation -
The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down approximately $84 trillion to Gen Z, Millennials, and Gen X. But what...more
12/31/2024
/ Assisted Living Facilities (ALFs) ,
Beneficiaries ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Financial Planning ,
Healthcare ,
Inheritance ,
Mental Health ,
Special Needs Adults ,
Special Needs Children ,
Trusts ,
Wealth Management ,
Wills
In 2022, New Jersey enacted a new law to simplify the process for vehicle owners to transfer vehicles at death. N.J.S.A. 39:3-30.1b, which became effective on May 9, 2023, authorizes the owner of a car, camper, or motorcycle...more
Gray divorce, or divorce among older adults, is becoming increasingly common. This demographic trend reflects societal changes, including reduced stigma around divorce and increased financial independence for women. However,...more
The recent Appellate Division decision, In the Matter of the Estate of Heinecke, serves as an important warning to those who have named charitable organizations as beneficiaries in their Last Will and Testament. The case...more
Exploring the Visibility of Wills: Understanding Public Record in Estate Planning - Wills serve as vital documents outlining the distribution of finances, possessions, and property after an individual’s passing. It’s common...more
Losing a loved one is an emotional and challenging experience, and dealing with the legalities of their estate can add another layer of complexity. In New Jersey, the probate process is the legal procedure through which a...more