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Estate and Tax Planning
The old adage that the two certainties in life are death and taxes still holds true today. Historically, New Jersey imposed two death taxes –…
Read MoreImportant Changes to the Taxation of Capital Gains Under the Proposed American Families Plan
Fendrick Morgan
In April, President Biden proposed the American Families Plan (the “AFP”), which includes significant changes to the federal tax law. At the end of May,…
Read MoreA Funeral Agent: The Agent You Didn’t Know You Needed
Fendrick Morgan
The appointment of an agent to authorize and coordinate your funeral arrangements and the disposition of your remains at your death is typically not at…
Read MoreReevaluating Your Estate Plan During the Pandemic
Fendrick Morgan
The current coronavirus pandemic is a harsh reminder that life is unpredictable. Certainly, none of us would have predicted the current state of the world…
Read MoreEstate Planning During Social Distancing
Fendrick Morgan
As clients leave our office, having just signed their documents, we often hear that they feel so relieved – like a weight is lifted off…
Read MoreNon-Probate Assets – Clarifying Certain Misconceptions
Fendrick Morgan
A non-probate asset is any asset that passes to a beneficiary outside of the decedent’s Will or estate. This occurs by operation of law at…
Read MoreRecent Posts
- Don’t Forget About NJ Inheritance Taxes
- Addressing Care Concerns Now That Visitation Has Resumed in Senior Living
- Important Changes to the Taxation of Capital Gains Under the Proposed American Families Plan
- Medicaid: Understanding the Qualified Income Trust
- What to Know When Moving Your Loved One to Assisted Living
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Why Select a CELA
The Certified Elder Law Attorney (CELA) certification has frequently been referred to as “the gold standard” for elder law and special needs practitioners.