Wills and Estates

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2001 Route 46 East - Suite 310 Parsippany, New Jersey 07054
37 Robbinsville-Allentown Road, Suite 500 Robbinsville, New Jersey 08691
112 Franklin Tpke Wal1263ck, New Jersey 07463
1330 Hamburg Tpke Wayne, New Jersey 07470
39 Main St Clinton, New Jersey 08809
611 S Park Ave Highland Park, New Jersey 08904
80 E State Rt 4 Ste 170 Paramus, New Jersey 07652

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Irrevocable Life Insurance

Insurance on your life will be included in your taxable estate if either (1) Your estate is the beneficiary of the insurance proceeds, or (2) You possessed certain "incidents of ownership" in the policy within three years of your death. Incidents of ownership that will cause the proceeds to be taxed

Beneficiary Forms

Forgetting Your Beneficiary Forms May Defeat Your Estate PlanThe failure to correctly complete the forms that designate the beneficiaries of your life insurance policies and retirement plan accounts may undermine your entire estate plan. Here are a few tips on doing it right.Never name your estate as the beneficiary or

Planned Giving Techniques

Planned Giving Techniques Supporting your house of worship or favorite charity (exempt entity) through gifts is a great way to reduce income and death taxes. Gifts may include cash and cash equivalents, securities, insurance policies, retirement plan assets, personal property and real property. Subject to rather liberal restrictions, you may

Are there different types of Wills?

There are many types of Wills:Holographic Wills are entirely handwritten, dated, and signed by the testator.A Living Will, Medical Directive or Health Care Directive is one that authorizes the continuance or cessation of life-sustaining medical treatments from an individual who is incapable of making that decision due to debilitating circumstances.Who

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