When Do I Update my Will, Power of Attorney, and Other Important Planning Documents?

Categories: Estate Planning, Last Will and Testament, Living Will, Medical POA, Power of Attorney, Trusts

For most of our clients, we recommend and offer a free “check up” at least once every three (3) years to be sure that your life care plan, as well as your wishes for the handling of your affairs after you pass away, are all in order. Below are some of the key factors to
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New Jersey “Ethical Wills”: Passing On More Than Mere Possessions

Categories: Estate Planning, Last Will and Testament

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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Is your “Simple” Will too Simple?

Categories: Estate Planning, Last Will and Testament

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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