Tag Archive: estate planning

Mindful Estate Planning with HIPAA Authorization

October 7, 2024
HIPAA Authorizations and Your Estate in New Jersey

Proper estate planning, including healthcare directives and HIPAA authorizations, allows families to make critical decisions based on the individual’s wishes. Often, people avoid making plans for their estate and what could happen as they age because it can be unnerving.  They don’t want to talk about becoming severely ill or dying.  It is as if […]

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A Deeper View of New Jersey Inheritance Tax

September 21, 2024
How to Protect Your Beneficiaries from New Jersey's Inheritance Tax

Demystifying Inheritances Taxes in New Jersey to Plan for the Road Ahead The New Jersey Inheritance Tax system is complex, and proper estate planning is crucial to ensure that your wishes are carried out and your beneficiaries receive their inheritance in the most tax-efficient manner. At Chamlin, Uliano & Walsh, our experienced estate planning attorneys […]

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Supporting Causes You Care About Through Charitable Estate Planning

September 14, 2024
A Guide to Charitable Giving in Your New Jersey Estate Plan

People have been telling you that it’s important to create a will. But why, you may ask? Preparing to dispose of your assets after your death has many benefits—for you and for your loved ones. For example, it saves your family time and trouble because it streamlines the settlement of your estate. This means your […]

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Legal Instruments and Options to Leave Your Vacation Home to Your Loved Ones

August 7, 2024
How to Leave Your Jersey Shore Vacation Home to Your Heirs

Incorporating your vacation home into your estate plan ensures it remains a cherished family haven, creating countless more joyful memories for generations to come. Your vacation home is filled with hundreds, if not thousands, of treasured memories. You have watched your children and or other young family members grow and explore, you have shared special […]

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Evolving Your Estate Plan to Meet the Demands of Retirement

July 4, 2024
Retiring In New Jersey? Receive Personalized Retirement Planning Consultation With Chamlin Uliano & Walsh

How Your NJ Estate Plan Needs to Adapt to Retirement in New Jersey If you don’t properly plan your estate considering retirement, there is a chance that your retirement will not be as enjoyable as you may think. After working your entire life in hopes of one day enjoying your golden years, we all look […]

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Recognizing and Stopping Power of Attorney Abuse

May 7, 2024
Identifying Indicators of Power of Attorney Abuse with the Help of Our Estate Plan Attorneys in Monmouth County, NJ

A Financial Power of Attorney is a Valuable Tool that Enables a Trusted Individual to Handle Your Financial Matters During Times Of Incapacity. However, What Happens When this Trust is Violated? A power of attorney is essential for those unable or unwilling to handle their financial, medical, or other affairs due to temporary or permanent […]

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Streamlining the Transfer of Assets to Beneficiaries

April 13, 2024

Learn About the Variety of Tasks, Considerations, and Restrictions When It Comes to Transferring Assets to Beneficiaries in New Jersey The Centers for Disease Control and Prevention (CDC) indicates the average life expectancy for men is 73.5 years. For women, that age is 79.3 years. This sounds like a very long life, which is why […]

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Conflicts over Pre-Death Gifts and Beneficiary Designations

April 6, 2024
Whether You Find Yourself as the Defendant in a Gift-Related Case or the Beneficiary of an Estate, Our Attorneys Can Provide Support in Wall, NJ

Pre-Death Gifts, Given Years in Advance, Empower Donors to Support Loved Ones Financially, Fostering Lasting Change in Their Lives. And Yet, Not All Gifts Before a Person’s Passing are Deemed Legally Valid. An individual often makes a pre-death gift to close family members or friends before death, sometimes years in advance. There are many reasons […]

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Creating a Secure Future with a Pet Trust

March 26, 2024
Secure Your Pet's Future With a Pet Trust Drafted by Our Attorneys in New Jersey.

Pet Trusts, Like Family Trusts, Ensure Furry Friends Are Cared For. New Laws Let Owners Set Aside Funds, With A Trustee Taking Immediate Responsibility. In 2024, 86.9 million households in the United States own at least one pet, while 35% own more than one.   We dress them up, show them off in our family Christmas […]

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Importance of Knowing Your Fiduciary Obligations in New Jersey

March 12, 2024
If You Are Involved in a Fiduciary Dispute Contact Us for Expert Guidance and Advocacy to Protect Your Interests.

Full Comprehension of One’s Fiduciary Duties in Trust and Estate Administration is Vital, as Executors and Trustees Must Prioritize Others’ Interests and Uphold their Legal Obligations. In the world of trust and estate administration, special ethical obligations are entrusted to individuals in certain positions like executors, trustees, agents under a power of attorney, and guardians, […]

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