Come see us in our new home at 1950 East Route 70, Suite 200, Cherry Hill, NJ in March, 2020. Check back for an exact move date. We’ll let you know as soon as we do!
Many of our clients hold a significant portion of their estate in retirement account assets. Historically, the primary benefit of leaving IRA assets to heirs was that, upon the owner’s…Read More
There are many reasons to establish a trust in your estate planning documents. Historically, perhaps the primary reason to establish a trust was to avoid, or minimize, estate taxes. However,…Read More
Individual Retirement Accounts (IRAs) are popular investment tools for retirement, but they also need to be taken into account when doing estate planning. Although IRAs can be used to provide…Read More