Archive for the ‘Estate Planning’ Category

  • 64% of Americans Are Making This Crucial Estate Planning Mistake. Are You Among Them?

    Mar 09, 2017

    The statistics are alarming. Nearly two out of every three Americans have failed to create a will, and many of them aren’t the least bit concerned about it. For some it’s a matter of procrastination. Others think they don’t need one because they don’t have any significant holdings. Still others…

  • “Why Do I Need a Will? I Barely Have Any Assets!”

    Mar 09, 2017

    Wills are not only for the wealthy. No matter how much, or how little, you have in your estate, you want to make sure that your hard-earned assets are distributed to your beneficiaries according to your wishes. New Jersey’s intestacy laws, the laws that dictate who your property goes to when you die without…

  • Who Can File for General Administration of a Decedent’s Estate in New Jersey?

    Feb 21, 2017

    There are many, many people who put off the essential task of creating a will for themselves. They may know that they really need to do it, but keep procrastinating. They may think that since they’re not rich, it’s not that important. They may figure that their loved ones will…

  • Should I Have a Revocable Living Trust?

    Feb 14, 2017

    Having a properly drafted Will is essential to any estate plan. However, many question whether a trust is beneficial, or even necessary, to their estate plan. There are many different types of trusts which serve many different purposes.  One of the simplest and most common types of trusts are revocable living trusts…

  • [FREE WEBINAR] Get the Most Out of Social Security While You Still Can

    Feb 07, 2017

    For most Americans, the Social Security pension will be their largest asset in retirement. Deciding when is the most advantageous time to retire and when to take this benefit is crucial to maximizing long-term wealth. At Rothamel Bratton, we guide our clients through the myriad rules surrounding Social Security pension…

  • New Jersey Estate Tax Repeal Update

    Jan 31, 2017

    By now, we all know that New Jersey is set to repeal its estate tax.  New Jersey is one of two states that has two, separate death taxes; an estate tax and an inheritance tax. The New Jersey legislature recently voted to repeal the state’s estate tax as part of…

  • Before You Send Your Children Back to College, Don’t Forget This Often-Overlooked Step!

    Jan 09, 2017

    You’re a responsible parent. You’ve looked out for your children in the event of the unthinkable. You and your spouse may have wills, estate plans, powers of attorney and other asset-protecting documents in place and have left instructions on where to find them. But what about your college-age children? The…

  • Estate Tax Exclusion Increased

    Nov 02, 2016

    The IRS has announced that the basic estate tax exclusion amount for the estates of decedents dying during calendar year 2017 will be $5.49 million, up from $5.45 million for calendar year 2016. The increase in the estate tax exclusion means that the lifetime tax exclusion for gifts will also…

  • [FREE WEBINAR] The 10 Most Common Estate Planning and Elder Law Mistakes

    Oct 24, 2016

    With the holidays on the horizon, we’re all thinking about our families. Our team at Rothamel Bratton is no exception. Before you start enjoying quality time with your loved ones this holiday, take a few moments out of your day to ensure they are provided for. Sign up for our…

  • National Estate Planning Awareness Week (October 17-23)

    Oct 20, 2016

    Do you have an estate plan in place, or is it one of those things that you know you need to do but simply haven’t made it a top priority? If you’re in the latter camp, then National Estate Planning Awareness Week is all about you. It’s an event that…