Asset Protection

There are several important estate planning tools, but perhaps none more essential to peace of mind than financial powers of attorney and advance directives or medical proxies.Both documents can go into effect during your lifetime. They represent thoughtful planning...

As more Americans reach retirement age and live further into the years beyond it, the issue of asset protection is becoming more important to a larger cross-section of the population. Once you are no longer working regularly, your savings, investments and other...

Many New Jersey families have worked very hard to purchase their primary residence, and some are also fortunate enough to have vacation property. When creating an estate plan, it is important to understand how real estate is handled. Making the best possible choices...

When structuring an estate plan, the primary focus of many New Jersey residents is a smooth transition of wealth to the loved ones left behind. In many cases, this is a surviving spouse, who will be entrusted to pass on any remaining assets to children and...

When considering estate planning options, New Jersey families are confronted with a large volume of choices, the details of which can be confusing. For most people, estate planning comes down to a few simple goals: asset protection, the smooth transfer of wealth from...

Prior to the passage of the American Taxpayer Relief Act of 2012, the primary focus of most estate planning was the avoidance of the estate tax, which could reach as high as 47 percent of the value of inherited assets. Now, however, only those New Jersey residents who...

For those in New Jersey who have amassed a significant volume of wealth, a higher level of estate planning is often required. Once wealth has surpassed the estate tax exemption amount, currently $5.43 million per individual, more complex asset protection strategies...

When an individual is able to attain a high level of financial success but does not come from generational wealth, a lack of knowledge concerning complex estate planning is sometimes an issue. Many New Jersey families who have amassed first generation wealth are...

Many New Jersey residents have taken proactive stances toward their estate planning needs and have had their documents in order for many years. This is admirable, especially considering the number of people who fail to address asset protection needs -- many of whom...

Many New Jersey residents will spend a portion of their lives living abroad. Known as expats, Americans who live outside of the country for extended periods of time have a number of unusual legal needs. Creating a solid asset protection plan is an example, and...