Estate Planning

Articles, FAQ's, Forms and Cases:

 

Recommended Web Sites:

Articles:

Why do I need a Will? - And other frequently asked questions about Estate Planning





Consumer Digest October 2008 - Survival Guide Keys to Successful Estate Planning


New Jersey Domestic Partnership Law Brings Same Sex Couples New Rights


Key Medicaid Figures


HIPAA and your Health Care Power of Attorney


Estate Plan Review Checklist - NEW - A detailed checklist posing questions to help you evaluate the suitability of your current estate plan


Parsippany Business, Estate Planning and Elder Law Attorney Wheatley-Liss Named NJ “Top Forty Under 40”














FLP's and FLLC's - Versatility Beyond Discounts - An in-depth look at the use of Family Limited Partnerships and Family Limited Liability Companies as methods to reduce gift and estate taxes and protect assets from creditors.

2011 Tax Law Changes that may Effect your Estate Plan - 2011 is a new year and a new Federal Estate and Gift Tax scheme is now in place.  We would like to make you aware of the new tax laws, how they affect your estate plan, and what opportunities have been created.

Frequently Asked Questions (FAQ's):

Why do I need a Will?  And other Frequently Asked Questions.
Financial Information Privacy Policy

Forms:

Estate Planning Questionnaire - Married
Financial Worksheet - Married
Estate Planning Questionnaire - Single
Financial Worksheet - Single

Blogs:

New Jersey Estate Planning & Elder Law Blog - A weblog commentary on Tax Law, Estate and Elder Law and Probate and Estate Administration by members of the Firm.

 



Contact Us