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Category: Asset Protection

Medicaid Vs. Medicare

Posted on April 8, 2021 | by Jessica McMahon


If you are new to family caregiving, looking for long-term care for yourself, or generally curious about the Medicaid process, you may feel a bit overwhelmed. Medicaid and Medicare are commonly misunderstood and are both fairly complex. Understanding the difference between the two Continue reading →
Posted in Asset Protection, Elder Law, Tax Planning, Uncategorized

What Needs to Happen after a Spouse Dies?

Posted on September 25, 2020 | by Tom

“The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.”

Making funeral arrangements, paying medical bills and closing down accounts are just the start of the tasks that a surviving spouse must take charge of, advises Continue reading →

Posted in Asset Protection, Estate Planning

Trusts: The Swiss Army Knife of Estate Planning

Posted on September 16, 2020 | by Tom

“We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.”

Trusts serve Continue reading →

Posted in Asset Protection | Tagged Special Needs, Special Needs Trust, Trusts

Recent Posts

  • Everything you Wanted To Know About Estate Planning… But Were Too Afraid To Ask
  • Medicaid Vs. Medicare
  • What Needs to Happen after a Spouse Dies?
  • Define Your Legacy Today!
  • Searching for Lower Taxes? Check State Laws

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  • Elder Law
  • Estate Planning
  • Tax Planning
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New Jersey Office
195 Route 9 South, Suite 204, Manalapan, NJ 07726
(732) 972-6700

New York Office
425 Madison Avenue, Suite 902, New York, NY 10017
(212) 685-6629

Serving clients in Manalapan, NJ, Monmouth County, Ocean County, Middlesex County, Freehold, Marlboro, Monroe Township, Toms River and surrounding areas.
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