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    Committed to helping New Jersey families preserve and protect their wealth.
    Home » Reports

    Reports

    Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.

    FREE ACCESS TO OUR SPECIAL REPORTS

    These reports are published by the American Academy of Estate Planning Attorneys and cover a wide-variety of subjects relating to estate planning. Click on a report title to read more or to order a complimentary copy.

    Trust Administration: Prior Planning Prevents Problems
    Trust Administration: Prior Planning Prevents Problems

    Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the trust prior to passing on.

    The Trouble of Joint Tenancy
    The Trouble of Joint Tenancy

    Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones many times the expense and headaches you thought you were avoiding.

    Set The Stage for Medicaid Eligibility
    Set The Stage for Medicaid Eligibility

    Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself.

    Planning It Right the Second Time Around
    Planning It Right the Second Time Around

    One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That’s why a crucial first step in this entire process should be a consultation with an estate planning attorney.

    Estate Planning with Individual Retirement Accounts
    Estate Planning with Individual Retirement Accounts

    At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring taxes on your growing nest egg.

    Dangers of Do-It-Yourself Wills and Living Trusts
    Dangers of Do-It-Yourself Wills and Living Trusts

    Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who we are, what our goals are, and how we want our estate distributed.

    15 Common Reasons To Do Estate Planning
    15 Common Reasons To Do Estate Planning

    Find out the most common reasons why it is important to do estate planning such as avoiding probate, protecting your assets and designating someone who will manage your affairs after your pass away. These are all important matters that should not be ignored.

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    Augulis Law Firm

    Free Estate Planning Worksheet

    There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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    Testimonials

    Client Review
    August 4, 2020
        

    Very happy with work. Everything explained clearly and concisely and all my questions were answered completely. Process of putting together plan and review of documents was very organized and easy to understand.

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