New Jersey “Ethical Wills”: Passing On More Than Mere Possessions

Throughout the years, when clients have reached a certain age or have experienced a sudden or unexpected medical emergency, they have tended to recognize their own mortality. At such times, they have reached out to me in order to prepare or update their Last Will and Testament. Traditionally the focus was almost exclusively upon determining
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Power of Attorney for College Students

Sending a child off to college is exciting and gratifying for many parents but, if your child has an emergency while he or she is away at school, are you empowered to help solve the problem? When your child turns eighteen, you lose the legal authority to manage his or her affairs. If your child
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Expanded State Funding Is Now Available To Pay For Assisted Living And In-Home Care Costs

Until December of 2014, New Jersey residents who earned income in excess of $2163 per month could only obtain Medicaid assistance to pay for nursing home level care. Under New Jersey’s “Medically Needy” program, they could not obtain coverage for care in an assisted living facility or for in-home care. Not only did this leave
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New Jersey Considers Amending Its Estate Tax Threshold

When the federal government increased the amount which is exempt from federal estate tax to over $5 million dollars a few years ago, many clients thought that death taxes and estate tax planning were no longer relevant issues of concern for them. What they failed to recognize, however, is that New Jersey is still one
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Last Gift Letter of Instructions and Sentiments

There is perhaps nothing worse than seeing a family under stress in the wake of the sudden loss or disability of a loved one. As a lawyer, I see first- hand the lasting damage that can result to even the best of families when a loved one passes away or sustains a devastating and debilitating
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Is your “Simple” Will too Simple?

Most people want to have a “Simple” Will. They do not want to burden their family with unnecessary legal complexities and costs. Unfortunately, important issues are often ignored in the Wills that I am asked to review. With some attention to detail, your Simple Will can be enhanced and supplemented to provide a comprehensive plan
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Updating your Planning Documents

Clients frequently ask how often they should update their Power of Attorney, Wills, and other important documents. While there is no fixed “rule” regarding this issue, I believe that it imperative to review and update your estate planning documents on a regular basis due to changing laws, as well as changing personal and financial circumstances.
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Could your Power of Attorney Bar you from Receiving Medicaid Assistance?

If you have not looked at your Power of Attorney recently, you should look at it closely and very soon; especially at any gifting language! Durable Powers of Attorney are routinely given to children or other loved ones in order for them to have ready access to your assets should you suffer from a stroke,
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