Voorhees, NJ
Estate planning Lawyer at Voorhees, NJ
Practice Areas: Estate Planning, Elder Law ... +6 more
Estate planning, including the creation of ills, powers of attorney and trusts, is standard and needed advice for someone who’s elderly or disabled. If a family member is caring for this loved one, th...
See Full GuideA recent IRS notice confirms that an account transcript issued by the IRS qualifies as a substitute for an estate tax closing letter, as long as the transcript includes the proper transaction code. Q:...
See Full GuideIt’s a big year for the first set of baby boomers: They’re turning 70 1/2. And that means getting prepared for their first mandatory distributions from tax-sheltered retirement accounts. Q: What is th...
See Full GuideBuried in a new federal law is a tiny change that will now allow individuals to set up their own special needs trusts. The sum total of the change is two words — "the individual" — intended to correct...
See Full GuideImagine a situation where a loved one dies and there is a contest over the validity of the will. The question arises: What was the decedent’s mental state in drafting the will? A typical, knee jerk an...
See Full GuideWith proposals to repeal the federal estate tax and the generation-skipping transfer (GST) tax on the table, the new administration may be opening up some rare estate planning options. Q: What is the ...
See Full GuideSaying that there has been "undue influence" is often used as a reason to contest a will or estate plan, Q: What does the term "undue influence" mean? A: Undue influence occurs when someone exerts pre...
See Full GuidePresident Donald Trump has signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent financial advisers from steering their clients to bad retiremen...
See Full GuideThe growing problem of adult guardianship abuse is giving rise to calls for reform, as vulnerable elderly people caught up in this system sometimes end up being harmed and exploited by the very proces...
See Full GuideMedicaid’s look-back period can be confusing, but it’s important because it can have a very significant effect on your ability to pay for long-term care. Q: Why is the government concerned for Medicai...
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