The Estate Planning Prescription Pad

I work with a fair number of financial advisors, insurance professionals and CPA/accountants. One of the services I provide for those valued planning partners is to review their client's existing estate plans (where I was not the attorney or scrivener) and give my opinion on the documents they have. The review is my way of[...]

Where There Is A Will There Is a War!

I can't quite put my finger on why, but folks have an awfully hard time discussing their estate planning, their finances, and their wishes with their family.  Whether it stems from a denial of mortality or simple modesty, most people do not have frank conversations with their loved ones about their Wills or Trusts –[...]

New Video Post – Life Insurance & Estate Planning Primer

Are you confused about life insurance and how it plays into your estate plan? Many people have misconceptions about life insurance and whether it passes estate tax free or not. Watch this short video to learn the basics.         Posted by Victor Medina, Medina Law Group, LLC[...]

Pay No Attention To The Estate Planner Behind The Curtain!

The Internet is such an interesting place. One of the most powerful things about it is that it's lowered the bar for people to self-publish. It used to be that you could trust something that was published, due in large part to the high barrier to entry to publishing and a tacit agreement among publishers[...]

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 to fill the boys' days with fun, low-cost activities - like Vacation Bible School[...]

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 Jersey, you can't submit a Will to the court or begin probating estate until 10[...]

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 to pass his wealth onto his children and grand-children free of estate tax. This article[...]

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 Million dollar mansion in Miami Beach.  You can read the full text from the[...]

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 question, "Who is www.JerseyEstatePlanning.com?" The answer, of course, is: Medina Law Group, YourLawyers4Life. Here is[...]

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 audience than Scott does for his blog, and I want this information out in the[...]

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