Category: All
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The Ins and Outs of Estate Sales...
Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to distribute those items... Read More > -
Housing Considerations When Your Child With Special Needs...
Affordable, safe housing is one of the most crucial aspects of a person’s life, especially if that person has a disability. Parents and guardians must plan for this as early as possible to make... Read More > -
Navigating Types of Dental Transactions & the...
It is imperative that dentists ask three financial questions to ensure a deal is advantageous to them: how much is being paid to the seller; where is the money to pay the seller coming from; and... Read More > -
What is an Executor?...
An executor is the person or institution responsible for managing the administration of a deceased person’s estate. The executor (also called a personal representative) is either named in a... Read More > -
Some Social Security Beneficiaries Can Get Retroactive...
If you need a lot of cash on hand upon retirement, Social Security offers a lump-sum payment option that’s worth six months of benefits. However, it comes at a cost. It is important to understand... Read More > -
Dynasty Trusts: A Tax-Efficient Way to Pass Wealth Down...
If you want to pass money to future generations without having it subject to gift and estate taxes, then a dynasty trust may be right for you. A dynasty trust allows trust assets to be used for the... Read More > -
Construction Law Alert: Supreme Court Says Condo...
On July 18, 2022, in Crystal Point Condominium Association, Inc. v. Kinsale Insurance Company, (a-76-20) (085606), the New Jersey Supreme Court unanimously concurred with an Appellate Division... Read More > -
How to Get Into a Nursing Home as a Medicaid Recipient...
While Medicaid helps pay for nursing home care, being admitted to a nursing home as a Medicaid recipient is not always easy. There are several ways to navigate the process, depending on your... Read More > -
IRS Update: Estate Tax Return...
In Revenue Procedure 2022-32, the IRS stated that it will now permit an executor of an estate that is not otherwise required to file an estate tax return to file a late return to elect portability,... Read More >