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If you have or think you might eventually have a total net estate worth more than $5,450,000 for an individual or $10,900,000 for a married

It’s common for folks to make serious errors in planning—or just not planning—to pass their wealth to their heirs after they die. CNBC’s “Don’t drop

NJ 101.5 recently posted an article, “Here are the important estate planning documents you should have.” It explains that there are generally a “Big Three”

Did you know that if you own a life insurance policy in your own name, its proceeds will be included in your estate, and there’s

Here’s a riddle: What do painter Pablo Picasso, former NFL quarterback Steve McNair and rock star Prince all have in common? Each died without an

Federal law is pretty clear cut regarding what happens to company retirement plan assets if a married participant dies on the job. In that scenario,

A sound understanding of your financial status is critical to planning, budgeting and saving toward retirement. Many couples who share their lives together have no

“How to avoid elder exploitation and other inheritance headaches.” There’s a growing trend of elder exploitation, according to New Hampshire Magazine’s September 2016 issue in

There are a lot of benefits of trusts, but there also are some disadvantages. NJ 101.5’s recent post, “The disadvantages to trusts,” discusses some of

The Algemeiner’s recent article, “New Jersey Woman Fails to Contest Father’s Will Over Alleged Bias Against Jewish Spouse,” said that a panel of three judges

Did you know you need a will? You really do. Creating a will can make certain that your assets are transferred the way that you

What do Abe Lincoln, Bob Marley and Prince have in common? You guessed it…they all died without a will. But why? Kiplinger’s article, “4 Strategies