East Brunswick New Jersey Estate Planning, Probate and Living Trusts Attorneys Levine & Furman, LLC
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Helping Families Preserve Their Wealth During and After Their Lifetime
East Brunswick Estate Planning Attorneys
Thank you for visiting the Estate Planning Information Center for East Brunswick, New Jersey, brought to you by Levine & Furman, LLC. We are estate planning attorneys licensed in NJ and NY based in East Brunswick, NJ whose mission is to provide residents of East Brunswick and all of Central NJ as well as the surrounding areas with quality estate planning resources. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.
 
LATEST NEWS

 American Academy of Estate Planning Attorneys Recognized by Money Magazine Again

Carolyn Bigda’s article “Rethink Your Legacy” in the June issue of Money Magazine explores the five questions you should be asking regarding your estate. The article recommends the American Academy’s website, www.aaepa.com, as a source to find a qualified estate planning attorney. The Associate Director of Education at the Academy, Steve Hartnett, was also interviewed in the article and lent his expertise to one of the five questions. This is the fifth mention of finding a quality attorney on the American Academy’s members list by Money Magazine in the last 21 issues.


 Consumer Reports Recommends American Academy

The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article “How to Avoid Inheritance Feuds” focuses on techniques for avoiding conflict after a loved one passes away. The article recommends using the American Academy of Estate Planning Attorneys as a source for selecting a qualified estate planning attorney. The article also warned consumers to be explicit in their will in order to avoid disagreements. Other advice included deciding what is fair for each heir versus just dividing assets evenly and to keep everyone in your family informed of decisions beforehand.

Consumer Reports Money Adviser is an independent, non-profit newsletter that offers expert advice.

Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.


  Money Magazine Recognizes American Academy!

In the January 2009 issue of Money Magazine, Walecia Konrad’s article entitled “Keep It In The Family” focuses on making sure the wealth you’ve worked so hard to accumulate will go to the people you love. The article recommends the American Academy of Estate Planning Attorneys as a source to find an estate planning attorney who can tailor a plan for your situation and address your state rules. It also includes a useful estate planning checklist and valuable tips for putting together a proper estate plan that will safeguard your hard-earned assets from estate taxes, lawsuits and probate. This is the fourth time in 16 issues the American Academy has been recognized. Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.


  American Academy Mentioned in Money Magazine!

Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article " A Midlife Money Checkup" in the March 2008 Issue. The article was part of the Cover Story "A Boomer's Guide to Financial Freedom" that included multiple articles focusing on financial trends, aging well and other issues Baby Boomers are facing today. This is the third mention of the American Academy of Estate Planning by Money Magazine in the last seven issues.

The "Midlife Money Checkup" is a nine-step test that highlights questions Boomer's should be asking themselves at this point in their lives. Mr. Armstrong's expertise in estate planning was highlighted in question five, "Is your estate plan in order?" Make sure you don't have to ask yourself that question by meeting with a qualified attorney.


  American Academy Mentioned in Money Magazine

The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)." The American Academy is an exclusive membership organization for law firms dedicated to estate planning. We are proud of our Academy membership and pleased to be one of only four law firms in Northern and Centeral New Jersey accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.


 Attorney Roger Levine Completes Extensive IRA Training

Estate Planning Attorney, Roger Levine, recently completed in-depth training on planning with IRAs at an educational conference in Las Vegas. The instructor is the nationally known IRA expert, Ed Slott. Mr. Slott is the author of the widely acclaimed book, “The Retirement Savings Bomb…and How to Defuse It.” He has lectured extensively for years to financial professionals across the country on the complex IRA rules and how to properly plan to preserve and then transfer IRAs to family members.

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A Will is Not Enough in New Jersey
Leonard F. Furman, Esq. has recently co-authored a book "A Will is Not Enough in New Jersey" with attorney Amelia Pohl. This book covers topics such as wills, trusts, business planning, health care and Medicaid Planning.

Register For One of our Upcoming Seminars

  • PROTECT your assets from nursing home costs!
  • PRESERVE your money for your children and charitable causes!
  • DECIDE what you want with a Living Will and Health Care Directives!
CLICK TO REGISTER

ESTATE PLANNING NEWS
 Estate Planning in the Electronic Age

In today's electronic age, it seems that things are changing at an ever increasing rate. Every time we turn around, there's a new technology and more and more information to keep in mind. With the electronic storage of sensitive financial and emotionally valuable information, a new concern people have is what to do with "electronic assets" after their death or disability. This article discusses four possible options for the transfer of these potentially valuable assets.

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ESTATE PLANNING NEWS
 Your Team is on Your Side

Estate Planning is like a team sport. Your team should be made of qualified professionals, which you have selected. This article examines your team members and describes the role they should play in achieving your goals. Working with your team, you will be able to build a game plan to get you to the finish line.

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CLIENT NEWSLETTERS
 Your Estate Matters Newsletter, Vol. 14.4

  • When Fair Doesn't Mean Equal
  • Volunteering Can Be an Inexpensive Vacation
  • Help Others by Sharing Positives
  • Making the "Worst" a Little Better
  • What's In a Legacy?
  • Find the Best Digital Deals
  • What to Keep in Emergency Savings
  • When Sleeping Leaves You Tired
  • Winning Recipe

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EDUCATIONAL ALERTS
 No Estate Tax Reform in 2009 - Large Tax Bill Likely in 2010

Where are estate taxes headed from here? This Alert discusses the latest news regarding estate taxes. While nobody knows for sure what is going to happen, this Alert examines the diminished likelihood of permanent estate tax legislation in 2009 and the likelihood of a one-year extension of the current estate tax exemption. The Alert also discusses potential developments in 2010 and 2011.

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EDUCATIONAL FYIs
 Stimulus Payments for Seniors

$250 Recovery Payments to go to SS and SSI beneficiaries in May 2009.

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 Critical New Privacy Regulations Impact You and Every Member of Your Family
In April 2003 the U.S. Department of Health and Human Services issued final regulations regarding the privacy provisions of the Health Insurance Portability and Accountability Act, commonly known as "HIPAA."

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