Our Blog - Surety Matters

  “Avoid probate,” is a buzzy phrase in estate planning. Keep in mind, however, that though the public process of settling our affairs does take some time and administrative wear and tear, it can be…
Read Moreabout Probate: Not All Bad

  Safeguarding assets is important to everyone, and those who own businesses arguably need to pay particular attention to both company and personal assets. Limited Liability Companies (LLCs) and Trusts can each play a different…
Read Moreabout Asset Protection: LLC Vs Trust?

  When you agree to serve as the fiduciary responsible for the affairs of a friend or relation upon their death, be aware that some drama could crop up, especially if there is no estate…
Read Moreabout Probate Drama: Surprise?

  Creating a will is a great way to ensure assets and treasures, be they few or many, end up where we want them to—with designated loved ones, friends or charities. Be careful though: what…
Read Moreabout Contingent Beneficiaries?

  Fact of life: families change—and so do the needs of the individuals in them. Accordingly, financial plans, accounts, documents, named beneficiaries and appointed fiduciaries must be reviewed and adjusted periodically in order to keep…
Read Moreabout Complex Family? Estate Plan!

  Born between 1997 and 2012, members of Gen Z are the first generation to have grown up with smart phones and social media embedded in their lives. They are generally thought to be financially…
Read Moreabout Gen Z Beneficiaries?

  While it is important for everyone to have a plan for aging, those embarking on the journey alone—sojourners—arguably need to be the most proactive about putting plans in place. Perhaps the most challenging aspect…
Read Moreabout Aging Solo? Appoint A Fiduciary

  Although executors are designated when a Last Will and Testament is created, they do not officially undertake their duties until appointed at the onset of probate proceedings. In some states, including New Jersey, probate…
Read Moreabout Appointed In Surrogate Court: Executors

  Because they can be customized based on circumstances and personal preferences, including a desire for privacy, trusts are very handy in estate planning. The legal underpinnings of all trusts are similar, but the variations…
Read Moreabout Secrecy and Practicality Too: Trust Types