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February 18, 2020

The SECURE Act – Significant Changes to Retirement Planning

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…

Trusts

December 26, 2019

Gifting To Grandchildren? Use a Trust!

Many of our clients express a desire to give assets to grandchildren, either during lifetime or upon death. However, there are some serious drawbacks to many options for giving gifts…

Gifting to Your Grandchildren | Fendrick Morgan

Estate & Tax Planning

October 29, 2019

Important Reasons to Have a Power of Attorney

Court Case Emphasizes the Importance of a Power of Attorney In re Keri, 181 N.J. 50 (2004), a New Jersey case, a mother became incapacitated without having a durable power…

The Importance of a Power of Attorney | Fendrick Morgan

Estate & Tax Planning

October 15, 2019

Your Home & Your Long Term Care Costs

“How can I protect my home from future long term care costs?” “Can I give my house to my kids?” “Can I sell my house to my child for $1?”…

Estate & Tax Planning

August 22, 2019

In Short: A Life Estate Deed

You own your home and you want to protect your home from future long term care costs. In that case, you might consider transferring ownership of your home to your…

Life Estate Deed | Estate Planning | Fendrick Morgan

Elder Law

August 8, 2019

How a Certified Elder Law Attorney is Unique

A Certified Elder Law Attorney (“CELA”) is more than just an attorney who specializes in the field of Elder Law. CELAs are committed through certification, to maintaining and improving their…

Certified Elder Law Attorney | Fendrick Morgan

Life Care Planning

June 13, 2019

New Jersey Passes Medical Aid-In-Dying Legislation

On April 12, 2019, Governor Phil Murphy signed the Medical Aid in Dying for the Terminally Ill Act into law, making New Jersey only the seventh state to enact aid-in-dying…

Medical Aid-In-Dying Legislation | Fendrick Morgan

Special Needs Planning

June 6, 2019

Creating an Estate Plan That Benefits a Child with Special Needs

Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky.…

Estate Plan That Benefits a Child with Special Needs | Fendrick Morgan

Events

May 7, 2019

You’re Invited to Attend One of Our Free Educational Seminars

Fendrick & Morgan invites you, your clients, and/or your loved ones to attend one of our three complementary seminars during the week of May 13th. During these seminars, we will…

Estate & Tax Planning

April 4, 2019

Family Protection Trusts: How to Keep Your Assets in Your Bloodline

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,…

News & Events

The SECURE Act – Significant Changes to Retirement Planning

Gifting To Grandchildren? Use a Trust!

Important Reasons to Have a Power of Attorney

Your Home & Your Long Term Care Costs

In Short: A Life Estate Deed

How a Certified Elder Law Attorney is Unique

New Jersey Passes Medical Aid-In-Dying Legislation

Creating an Estate Plan That Benefits a Child with Special Needs

You’re Invited to Attend One of Our Free Educational Seminars

Family Protection Trusts: How to Keep Your Assets in Your Bloodline

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