What’s the Right Way to Name a Trust? When you set up a trust, one of the first things your estate planning attorney will ask is what you want to call it. Sounds easy, right? But the name of your trust can actually affect...
An irrevocable trust is often seen as set in stone—but that’s not always the case. In New Jersey, there are several legal pathways to break, modify, or terminate an irrevocable trust, depending on the trust’s terms, the
7 Life Events That Should Trigger an Estate Plan Review
September 29, 2025
Don’t Let Outdated Documents Undermine Your Legacy Life moves fast—and so should your estate plan. As your personal, financial, and family circumstances evolve, your estate plan needs to evolve too. Without updates, your
Life Estates: What They Are — and How They Can Go Wrong
September 17, 2025
What Is a Life Estate in Estate Planning? A life estate is a legal tool often used in estate planning to transfer real property outside of probate. It splits ownership between: A life tenant, who has the right to live in or...
What is a Trust Protector, and Do I Need One?
September 16, 2025
What Is a Trust Protector in Estate Planning? If you’re establishing a trust as part of your estate plan, you’ve likely heard about trustees, beneficiaries, and grantors. But there’s another important—though...