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4 Essential Components of an Estate Plan

April 22, 2019 Frank Campisano

When we hear the phrase “estate plan”, it’s easy to think of complex, convoluted legal strategies that only apply to the wealthy – but it’s not. In reality, it’s a set of legal documents that ensure that your wishes are met, whatever they are. Here’s a guide to

Single or Widowed? Here are Some Medicaid Planning Tips

April 08, 2019 Frank Campisano

Much of the Medicaid planning advice available focuses on protecting the assets of a spouse when their partner is in a nursing home or long-term care, but this isn’t particularly relevant to widow and widowers or seniors who are unmarried. Here’s some insight into how to plan for

Important Financial Mistakes to Avoid – Tips for Every Age

March 18, 2019 Frank Campisano

Financial planning can feel like a minefield – it’s so complex that it’s easy to make a mistake that costs you. Here are some tips from your estate planning attorney in New Jersey to help you stay on the right path.

Not having an emergency fund or savings: Saving

What are the Tax Implications for a Trust?

March 04, 2019 Frank Campisano

One of the primary goals for estate planning is to minimize taxation on your estate, ensuring that your assets got towards caring for your family and not towards the state. One of the most effective tools used in estate planning is a trust. Here’s some insight into how family trusts

Raising Awareness of Identity Fraud and Seniors

February 18, 2019 Frank Campisano

Identity theft is an unfortunate reality for all of us, but seniors are especially vulnerable to scams, con artists and fraudsters, putting their wellbeing and finances at serious risk. For caregivers, family and anyone who works with the elderly, it’s important to be aware of these issues and provide senior

What is a 529 Plan and Should it be Part of Your Estate Planning Strategy?

February 04, 2019 Frank Campisano

There are many savings options available that can be used as part of your estate plan, and a 529 plan is one of these options. Here are some insights from your estate planning attorney in New Jersey. What is a 529 Plan? This is a college savings plan that is exempt

Everything You Need to Know About Medicare Advantage Open Enrolment in 2019

January 21, 2019 Frank Campisano

Medicare Advantage open enrolment is running from January to March 2019, with the traditional open enrolment period running from mid-October to early December. Here’s a guide to what this means, from your elder law attorney in New Jersey. Changing Your Coverage - Medicare Advantage Open Enrolment in 2019 If you are

Incentive Trusts – Giving You Greater Control Over Your Estate

January 07, 2019 Frank Campisano

If you want to have the advantages of a trust but greater control over the assets within it, an incentive trust may be the right tool for your estate plan. Here is a quick guide to how these trusts work and the different benefits they offer, from an estate

Your IRA is a Powerful Estate Planning Tool

December 17, 2018 Frank Campisano

When we first think of estate planning tools, we tend to think of Wills, trusts and financial directives – but we forget about one very useful tool that’s often just sitting on the back-burner: your Individual Retirement Annuity (IRA). As a retirement planning tool, IRAs are well-known for their benefits,

Gifting Your Home to your Child – The Medicaid Implications

December 03, 2018 Frank Campisano

For many people, the cost of senior care is challenging or even impossible to manage without the assistance of Medicaid. In order to qualify for Medicaid, you need to keep the value of your assets below a certain limit, and one way that people choose to meet this requirement

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