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By Elizabeth Manzo | March 19, 2024
A new New Jersey bill "potentially changes the financial institution's right to release financial records from a permissive right to a mandatory obligation," writes Elizabeth Manzo of Lindabury, McCormick, Estabrook & Cooper.
8 minute read
By Mary Joan S. Kennedy | March 19, 2024
"It is crucial that people understand that their estate planning documents, just like their health, vehicles, homes and investments, warrant review and revisions throughout various stages of life," writes Mary Joan S. Kennedy of Saiber.
9 minute read
By Frank C. Mindicino | March 19, 2024
"In addition to the financial service industry and the investor, the legal community will need to consider the utilization of new methodologies," writes Frank C. Mindicino of Practice Growth Partners.
6 minute read
By Bari Weinberger | March 19, 2024
"Attorneys who practice either family law or estates law will eventually have clients who need to know how their estate plans are affected by divorce, and vice versa," according to Bari Weinberger of Weinberger Divorce & Family Law Group.
9 minute read
By Julie L. Cross | March 19, 2024
"With the rising rate of families with a member who has special needs, the need for special needs financial planning is becoming increasingly important," writes Julie L. Cross of Schenck, Price, Smith & King.
7 minute read
By Rita M. Danylchuk | March 19, 2024
"Oftentimes, these documents can be overlooked when thinking about sending your 18-year-old off to college or for your recent college graduate," writes Rita M. Danylchuk of Gibbons.
7 minute read
By Dena B. Guttmann | March 19, 2024
"While the goal of the Corporate Transparency Act is an important one, the Act introduces major hurdles from an estate planning perspective," according to Dena B. Guttmann, an associate with CSG Law.
8 minute read
By Jonathan Gopman, Matthew McRoberts and Daniel Brick | March 15, 2024
Protecting your wealth and many forms of income is a right embedded in the state constitution.
10 minute read
By Sareena Sawhney | March 14, 2024
Estate theft often goes undetected because family members cannot identify red flags or know how to investigate potential theft. This article identifies and discusses those red flags and the benefits of forensic accounting.
5 minute read
By Alex Anteau | March 13, 2024
"There isn't a businessperson in the state that's not going to not lose the duty to defend because within [the new criteria," the defendant-appellee attorney said. "They can either have the financial wherewithal or can borrow it. ... It reaches so much further than it needed to go."
4 minute read
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