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Estate and Tax Planning
As practitioners in both traditional estate planning and asset protection, we frequently talk to clients about gifting. However, one size does not fit all when…
Read MoreDon’t Forget About NJ Inheritance Taxes
Fendrick Morgan
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…
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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.