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Probate Litigation Explained
and easy to obtain probate bonds of all kinds. A user-friendly online service allows you to quote and obtain a bond that is instantly available to download or e-file with...
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Rainy Days Continue For Prince’s Estate
(usually a routine matter); identifying and inventorying the deceased person’s property; having the property appraised; paying debts and taxes, and; distributing the remaining property as the will (or state law,...
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Don’t Leave a Jigsaw Puzzle Behind: Estate Plan!
explained here. Underscoring that “estate planning should be your biggest concern if you are 50 or older,” Dan Serra a certified financial planner (CFP) at SageVest Wealth Management in...
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Death and Taxes: Who Pays What?
(often referred to as a “TIN” or “EIN”). Since the estate or trust is an independent legal entity, it is also responsible for income taxes on any income earned during...
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Joint Account? Cautionary Advice
possibility that a joint account holder dies before we do, which can result in the account getting tied up in probate proceedings. To avoid the unintended consequences of joint...
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Personal Representative?
A personal representative takes on a fiduciary role to carry out the provisions of the testator’s will including processing the will through probate. In the beginning stages of probate,...
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A Spouse's Share of Estates in New Jersey
and that spouse, with the spouse having no other additional descendants. But if you die with parents and no descendants in addition to your spouse, your surviving spouse inherits the...
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Everyone Needs An Estate Plan
ones. A complete estate plan goes farther, allowing for us to arrange for our own financial and medical care and decision making in the event of unforeseen capacity declines. ...
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Avoid Family Feuds: Wills and Trusts
planning. Either a will or a trust enables families to lay out how assets are ultimately to be distributed. Communication and Clarity When grief combines with confusion, hurt feelings...
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