Author Archives: Victor Medina

The “Torpedo” Hits New Jersey

I can’t remem­ber a hot­ter sum­mer in New Jer­sey than this Sum­mer 2010. With tem­per­a­tures reg­u­larly above 90 degrees, the Med­ina Clan has been work­ing hard to find ways to stay cool. Thanks to my wife’s tire­less research, we’ve been able … Con­tinue read­ing

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Why Does Probate Take So Much Time?

Imag­ine that you’ve recently lost a loved one and you’ve been named “execu­tor” of the estate. You might be sur­prised to learn that you can’t fin­ish the process in a month, or even two for that mat­ter. First, in New … Con­tinue read­ing

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Estate Planning is a Matter of Timing — And Counseling

In March, Dan Dun­can became the first bil­lion­aire to die in this year of an fed­eral estate tax repeal — that is to say, no fed­eral estate tax at all.  Assum­ing no retroac­tive changes, Dun­can may be the first bil­lion­aire … Con­tinue read­ing

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Want Your Estate To Go To The Dogs? Yup, We Can Do That.

Wel­come to Absurd Estate Plan­ning.  A cat­e­gory I had to cre­ate just to hold sto­ries like this one. Mak­ing the estate plan­ning news recently is the inher­i­tance by Con­chita the Chi­huahua of a $3 Mil­lion dol­lar trust fund and a $8.3 … Con­tinue read­ing

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Estate Planning in a Google Search Story

Just like the famous Google Ad about find­ing love in Paris, we’ve cre­ated our own Estate Plan­ning Google Search Story. It’s all about why searches on estate plan­ning keep bring­ing up “www.JerseyEstatePlanning.com” as the top result and finally asks the … Con­tinue read­ing

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The Power of Story-Based Planning Part 2

Con­tin­u­ing with the great stuff from Scott Farnsworth and Sun­bridge Legacy Builder Insti­tute. Here is the sec­ond install­ment in Scott’s series about the power of story-based plan­ning. Again, I don’t usu­ally repost other people’s infor­ma­tion, but I’ve got a dif­fer­ent … Con­tinue read­ing

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