Estate Planning Blog Category

12
Mar
Estate Planning

The Importance of Beneficiary Designations

“With certain financial instruments, the beneficiary designations control the asset dispersion, regardless of other provisions, such as those in a will.” What if your spouse just passed away and you ...

12
Mar
Estate Planning

Is an E-Will Legal?

“Is an e-will, which exists only in a computer file, just a manifestation of another technological advance that can be accommodated by our statute of wills, or does it really ...

12
Mar
Estate Planning

The Joy of Planning Your Own Funeral

Most people don’t want to bring up any funeral, let alone their own, but taking the time to set a plan on paper and share it with friends and family ...

12
Mar
Estate Planning

How Can I Avoid the Inheritance Tax When Gifting to Extended Family?

Blog last updated on June 30, 2021 The state of New Jersey is unusual in that it is just one of six states that have an inheritance tax. An inheritance ...

12
Mar
Estate Planning

Asking Mom and Dad What You’ll Inherit May be the Most Awkward Conversations Ever

“With wealth for millennials set to double in the next 20 years, it’s time to get over the awkwardness and have the conversation now.” When is a good time to ...

12
Mar
Estate Planning

Simple Estate Planning Needed for All

“No matter your age or socioeconomic status, estate planning is something you need to consider.” Estate planning isn’t just about leaving assets to heirs. A recent twincities.com article, titled “Your ...

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