Our Blog - Surety Matters

When a trust is established as part of estate and care planning, a fiduciary must be named to carry out the purpose of the trust. This person is referred to as a trustee. It is…
Read Moreabout No Trustee? Consider a Third Party

With millions of American families grappling with the complex terrain of addiction, proactive estate planning is an important way to craft a safety net—-a framework of carefully considered strategies that provide stability and support in…
Read Moreabout Addiction and Estate Planning

Make things as easy as possible for yourself, and the loved ones who will eventually step in to help, by proactively organizing your digital affairs. For example, carefully provide account and access information to your…
Read Moreabout Digital Accounts? Estate Planning Tips

Loss brings legal complexities. Someone must settle the estate. Enter the personal representative, a fiduciary. This role demands trust and strict adherence to law. Read on for an understanding of the overall duties of personal…
Read Moreabout Personal Representative Duties Explained

Though we associate estate planning with death, the reality is that it’s mostly about preparing to live a good, long life, even as we experience age-related declines. It’s especially wise for women to attend to…
Read Moreabout Age Well: Planning Advice for Women

All families should take estate planning seriously, but doing so is especially important when a family member has special needs. The cost of care services over a lifetime can be astronomical, making eligibility for public…
Read Moreabout Understanding Special Needs Trusts

Dual trends that do not bode well for most people are: the rising cost of care; and, the tendency toward longer lives. The cost of obtaining care in the face of capacity decline and illness…
Read Moreabout Estate Planning: Include Long Term Care

When someone dies without a will in New Jersey, the Surrogate’s Court in the county where the deceased lived typically appoints an administrator to settle their affairs. Once debts are paid, assets are distributed according…
Read Moreabout Administrator Responsibilities & Bonds in NJ

Most families will at some point find themselves following the probate procedures in their local court to bring the affairs of a loved one to closure. This ordinary process should not be confused with probate…
Read Moreabout Ensuring Fairness & Accountability in Probate Litigation