top of page
All Posts


Special Needs Trust vs. ABLE Account in New Jersey: What's the Difference?
Compare special needs trusts and ABLE accounts in New Jersey, including eligibility, benefits, spending rules, and how families can use both.

Joseph D'Urso
Oct 156 min read


How Do You Choose a Trustee for a Special Needs Trust?
Choosing a trustee for a special needs trust in New Jersey? Understand their responsibilities, who can serve, and what families should consider.

Joseph D'Urso
Oct 146 min read


Do You Need Probate for a Small Estate in New Jersey?
Does a small estate need probate in New Jersey? Understand simplified estate procedures, eligibility requirements, and when probate may be necessary.

Joseph D'Urso
Oct 75 min read


How Long Does Probate Take in New Jersey?
How long does probate take in New Jersey? Understand the timeline, common delays, and what executors should expect when settling an estate.

Joseph D'Urso
Oct 15 min read


Important Estate Planning Steps for a Loved One With Special Needs
When a child or grandchild has a disability, planning often requires additional consideration. A direct inheritance could affect eligibility for needs-based government programs, and the person managing the inheritance may also need guidance about the beneficiary’s care, routines, preferences, and long-term needs.

Joseph D'Urso
Sep 306 min read


Estate Planning for Unmarried Couples in New Jersey and New York
An unmarried partner may not receive the same automatic legal rights as a spouse. Without the proper documents, your partner may have no authority to manage your finances, make healthcare decisions for you, or inherit property held solely in your name.

Joseph D'Urso
Sep 177 min read


How Well Do You Know Your Estate Plan?
Your estate plan may eventually need to guide your family through a medical emergency, incapacity, or death. If years have passed since you last reviewed it, the people you selected may no longer be the right choices, your assets may have changed, and some of the instructions may no longer reflect what you want.

Joseph D'Urso
Sep 106 min read


What Should You Consider When Choosing an Executor?
The person you name as executor in your will may eventually be responsible for gathering your assets, protecting your property, addressing outstanding obligations, and distributing your estate to your beneficiaries.

Joseph D'Urso
Sep 107 min read


What Does an Executor Have to Do After Someone Dies?
When you create a will, one of the most important decisions you will make is choosing an executor. This is the person who will be responsible for managing your estate, addressing outstanding obligations, and distributing your property according to the instructions in your will.

Joseph D'Urso
Sep 37 min read


When Was The Last Time Your Checked Your Beneficiary Designations?
You may regularly check the balances of your retirement accounts, investments, and savings. But when was the last time you checked who is actually listed to receive those assets after your death?

Joseph D'Urso
Aug 265 min read


Estate Planning for Collectors and Hobbyists In Bergen County
Estate planning is usually associated with major assets such as a home, financial accounts, investments, and life insurance. But some of the possessions that matter most to us do not fit neatly into those categories.

Joseph D'Urso
Aug 184 min read


Do It Now: Name a Guardian for Your Minor Children
No parent wants to imagine a future in which they are no longer there to raise their children. But deciding who should care for your children if something happens to you is one of the most important parts of estate planning for parents.

Joseph D'Urso
Aug 124 min read


What If I Can Only Find a Copy of a Will or Estate Planning Document?
After a loved one passes away, family members often begin searching for important estate planning documents. They may know that a will or trust was created, remember discussing it, or even find a photocopy or digital version on a computer. But what happens when the original signed document cannot be found?

Joseph D'Urso
Aug 74 min read


If I Leave My House to My Child in My Will, Can They Take It While I'm Still Alive?
Many parents want to leave their home to their children and wonder whether naming a child in their will gives that child any ownership rights during the parent's lifetime.

Joseph D'Urso
Jul 313 min read


Are Handwritten Wills Valid in New Jersey?
While handwritten wills can be legally recognized in some situations, relying on one can create unnecessary complications for your loved ones. A professionally prepared estate plan provides much greater clarity and can help reduce the risk of disputes after your death.

Joseph D'Urso
Jul 293 min read


5 Estate Planning Tips Every New Parent Should Know
Welcoming a new child into your family changes everything. Along with choosing a pediatrician, setting up a nursery, and planning for your child's future, it's also a good time to think about protecting your family through estate planning.

Joseph D'Urso
Jul 153 min read


How Life Insurance Fits Into Your Estate Plan
Life insurance is often thought of as a way to replace income after the loss of a loved one. While that is certainly one of its primary purposes, it can also play an important role in a well-designed estate plan.

Joseph D'Urso
Jul 103 min read


Retirement Is the Perfect Time to Review Your Estate Plan
Retirement marks the beginning of a new chapter. Whether you plan to travel, spend more time with family, volunteer, or simply enjoy a slower pace of life, it's also an ideal time to review your estate plan.

Joseph D'Urso
Jun 303 min read


Will vs. Trust vs. Dying Without an Estate Plan
One of the most common questions people ask when beginning the estate planning process is whether they need a will, a trust, or both.

Joseph D'Urso
Jun 263 min read


Estate Planning After Marriage: Why Newlyweds Should Update Their Legal Documents
Getting married is an exciting milestone. As you begin building a life together, you'll likely combine finances, purchase a home, update insurance policies, and plan for the future. One important step that is often overlooked is updating or creating an estate plan.

Joseph D'Urso
Jun 243 min read
bottom of page