Many are not clear about the differences between financial planning and estate planning. Both are important but serve separate and distinct purposes. To manage your money now and to protect your wealth in the future, understanding how financial planning and estate planning work together is vital. Financial Planning Financial planning is the process of examining...

If you have taken time in the past to create an estate plan, or you’re considering doing so now, that’s good news. Having an estate plan ensures that the wealth you’ve worked hard to create is protected. It makes sense that your assets should be distributed as you wish. After all, they belong to...

Are trusts just for celebrity estate planning?

New York and New Jersey estate planning attorneys assist clients from all walks of life-- from those with modest means to wealthy celebrities. Some people think that estate planning is only necessary if you are wealthy, but everyone over the...

It is great to have an estate plan in place. An estate plan is an important step towards protecting your wishes for yourself, your loved ones, and your assets you have spent a lifetime acquiring. An estate plan puts protections in place in the face of an otherwise uncertain future. While we can never...