Providing for Your Pets – Special Report
Case Study 1: Dog owners want to ensure pets’ security and care Doug and Janice Robertson are married and have grown children who live on their own. Since retiring, Doug and Janice have traveled as much as possible. They bring along their constant companions, Duncan and Rosie, two prize-winning Scottish Terriers. The Robertsons know that if something happens…
Understanding Estate Administration – Special Report
What Is Estate Administration? Estate administration is the process by which the assets of a deceased individual are transferred to beneficiaries. If the decedent has a will, the assets are transferred in accordance with the terms of that will. If the decedent has no will, the assets pass under the intestate statute of the State of New Jersey. Who…
What You Should Know About Planned Giving – Special Report
Case Study: Planned giving techniques help donor achieve estate planning goals Joe Generous feels indebted to his alma mater because the education he received there changed his life in so many gratifying ways. Joe has always made modest annual gifts to the university. He would like to give more, but hesitates to do so for two reasons. First,…
The Benefits of Bloodline Trusts – Special Report
Case Study 1: Inheritance partially lost in equitable distribution settlement Bill and Linda have a daughter, Sally, who marries Harry. While Harry is attractive and likeable, he has difficulty holding a job, and he is a poor money manager. Harry also likes to spend money lavishly, mostly on himself, rather than on Sally and the children. Sally’s parents…