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August 2011 Archives

Naming beneficiaries on life insurance and retirement plans vital

New Jersey residents who are concerned about estate planning should know that designating a beneficiary for retirement plans, IRA accounts and life insurance can be just as important as having a will.

Estate planning tactics based on a changing market

New Jersey residents engaged in estate planning should assess how to take advantage of today's volatile market to achieve their goals. The volatile market combined with historically low interest rates and an increase in the federal gift tax exemption can provide beneficial planning options for individuals who plan ahead.

Talking about your estate planning needs with family members

One of the posts we wrote last week discussed the importance of women learning about estate planning. Most women in New Jersey understand the importance of estate planning. You understand that wills and other estate planning documents are essential in making sure your estate is divided the way you want after you die.

Smart women take care of their estate planning early

Some people think men are intimidated by smart women. Many well-educated, beautiful women have down-played their intelligence in order to score more dates. Unfortunately, when it comes to estate planning, many women in New Jersey have not invested as much in their education as they should.

James Brown's estate still under dispute

James Brown, the famous godfather of soul music, performed a number of times in New Jersey over the span of his lifetime. Since his death in 2006, his roughly $100 million estate has been under dispute by members of his family and other individuals with whom he worked very closely. One of the biggest frustrations with the estate administration has been the lack of clear estate planning that was completed before his death.

Defensive moves to prevent fights over your will, part 3

Two of our recent posts have discussed ideas about how to avoid fights among your beneficiaries during the estate administration process. The first post in the series discussed treating people who are of the same relation to you equally. The second post had suggestions about determining ahead of time which heir gets which asset, making a list of financial loans to your loved ones and addressing how they should be resolved, and making sure you actually own the gifts you're leaving to your beneficiaries.

Power of attorney necessary in the event of incapacity

In the event of loss of mental capacity stemming from health issues or aging, people in New Jersey can benefit from assigning a power of attorney. A power of attorney appoints someone to make financial decisions for them when they are unable to do so. An experienced estate planning attorney can help you draft the appropriate documents.

Defensive moves to prevent fights over your will, part 2

In our last post, we discussed some of the fights that can arise during the estate administration process. Whether children question if you intentionally disinherited one of them, or they believe that you unintentionally left a larger portion of the estate to one child - there are things you can do proactively to reduce the chances of will contests after your death.

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McCurrie McCurrie & McCurrie, L.L.C.
680 Kearny Avenue
Kearny, NJ 07032-3010
Phone: (201) 467-4180
Fax: (201) 997-9567

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