Planning for your future

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What Our Clients Are Saying

Resources & Insights: Long-Term Planning

Planning for Aging Parents: Signs to Look Out For and Reasons to Start Early

As our parents age, the roles often reverse, and we find ourselves becoming caregivers. This transition can be challenging, emotionally and practically. Being prepared and proactive in planning for their future can alleviate stress and ensure their needs are met. Read More

Medicaid Estate Recovery: What Families Need to Know

What is Medicaid Estate Recovery? Under federal and New Jersey law, the Division of Medical Assistance and Health Services (DMAHS) is required to recover funds from the estates of some deceased Medicaid beneficiaries.  For individuals aged 55 or older, states Read More

Empowering the Future: Special Needs Planning in New Jersey

Families in New Jersey who have a loved one with special needs often face unique and complex challenges. Balancing the immediate and long-term needs of a family member with a disability can be daunting, both emotionally and financially. However, with Read More