Probate Basics
The legal process of transferring of property upon a person’s death is known as “probate.” Although probate customs and laws have changed over time, the purpose has remained much the...
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2008 Year End Estate and Trust Taxes and Planning: Before It’s Too Late!
...deposit the check before year-end so there is no doubt when the gift was made. Direct deposit of funds into the donee’s account would be even better. b. 529 Plan...
10 Costly Mistakes to Avoid in Helping Families with Special Needs
...that child and have felt so all of their lives. When your clients provide clear instructions and a helpful structure, they lessen the burden on all their children and support...
The Secret Stretch IRA
...elects to have the benefits stretched over his life and his son’s life. When he dies, the son gets the IRA and can take the money out slowly by spreading...
Estate Planning: More Than A Will
...appoint a guardian for their children and a trustee to manage a child’s money until they are old enough to handle it themselves. Often, individuals wish to care for their...
Estate Planning Checklist
...If not, of what country is he/she a citizen? ______________ Your children, their spouses, and their children Indicate which, if any, of your children is your child but not your...
Estate Planning in New Jersey
...remainder will go to your children. If you have a spouse and parents but no children, your spouse also gets the first $50,000 plus one-half of the balance of your...
Deferral is the Name of the Game: Funding a Trust With Retirement Assets
...the surviving spouse’s IRA will be the next generation (i.e., children), so that the required pay out period will be based on the life expectancies of the children, which typically...
Leave Your IRA to a Special Needs Trust
...can still do some limited planning without immediate tax consequences. Second, the trustee was able to stretch out the distributions from the IRA (and therefore stretch out the tax deferral...
Living Wills in New Jersey
...if the life-sustaining treatment is: · Experimental and not proven therapy, or is likely to be ineffective or futile in prolonging life, or is likely to merely prolong an imminent...
New guidance on fixing a botched IRA stretch after it’s “too late”
...the beneficiary could come back into conformance with the life expectancy stretch rules by simply making up the missed RMDs, paying the associated penalty, and then proceeding forward with the...
Mediating Probate Disputes
...child may believe that he or she should have received more because of care given an older or incapacitated parent. A dispute may arise between children of one marriage and...