New Jersey Estate Planning & Elder Law Blog


Posts examine life and death in the Garden State from a perspective of estate planning, elder law, taxation, business planning, probate and estate administration.

Author: Deirdre R. Wheatley-Liss is a shareholder of the Law Firm of Fein, Such, Kahn & Shepard, P.C., with offices in Parsippany and Toms River, N.J. She concentrates her practice in the areas of elder law, estate planning and administration, business planning and tax law.

Blawg Related Categories: Elder Law • Tax Law • Trusts & Estates • States • New Jersey • Partner

Recent Posts from New Jersey Estate Planning & Elder Law Blog


  • Track those stimulus dollars

    I found a great website to track exactly how the stimulus dollars are being spent, down to the county level.  The Stimulus Tracker at msnbc.com shows the allocation of hundreds of billions of stimulus dollars on…

  • Estate Tax Being Pushed Back

    After a flurry of reports that Congress was going to address the estate tax this week, Derek Jenson posts this week that it is being postponed until at least after Thanksgiving.  Derek comments that this…

  • Large Brokerage House or Independent Financial Advisor

    It's your money -  who should be helping you invest it?  Alexis Leondis at Bloomberg reports today that there is a definite trend of dollars leaving the larger brokerage houses to be placed with independent financial…

  • Computer Generated Wills - The Wall Street Journal's Take

    Can you create a Will using a computer program or online? Of course you can.  The Wall Street Journal has an article today comparing different computer programs to do just that. The better question is:…

  • New Case Clarifies Transfers to Disabled Children Exeception to Mediciad Penalties

    Generally speaking, a transfer of assets from a parent to a child within 5 years of making an application for Medicaid for long term care benefits creates a "Penalty Period".  During the Penalty Period, the…

  • Surrogates - In the news, but what do they do?

    In Morris County right now we have an election race for the Morris County Surrogate.  The Surrogate is an office that I deal with frequently, but many people do not know much about.   I must…

  • First Time Home Buyer Credit - Enough is Enough

    To extend the credit or kill the credit, that is the question.  And will killing the credit take the real estate market along with it? Much has been written, blogged, and talked about the first…

  • When it Snows - Clean Your Car! New Law Coming

    As winter approaches (which last weeks unexpected snow reminded us is close at hand) a point of irritation bubbles to the top again - trying to get somewhere and dodging the ice, snow and debris…

  • Does your Estate Plan reflect Who You Are Today?

    I came across this interesting article "8 Life Stages of Estate Planning".  The premise is simple, but often overlooked in today's busy lifestyle.  You aren't the same person at 45 you were at 30, or…

  • Estate Tax Opponents Shift Strategy

    The Huffington Post heralds "An Estate Tax Victory By Any Other Name".  Contributor Chuck Collins advises that the richest (billionaires, not mere millionaires) families in America have recently changed their strategy from calling for the…