A Dynasty Trust is a long-term trust that allows individuals with considerable wealth to protect and preserve their assets for multiple generations. Dynasty Trusts are exempt from transfer taxes, like estate and gift taxes. Establishing a Dynasty Trust also protects the assets in the trust from death taxes, as well as other situations that, under different circumstances, would threaten the beneficiaries’ interest in Read More
Top 5 FAQs about Irrevocable Trusts for Long Term Care
Since the Deficit Reduction Act of 2005, trusts have become an increasingly popular tool for asset protection in long-term care planning. This legislation increased the look-back period from three years to five years for gifts to individuals but maintained the five-year look-back period for gifts to trusts. Therefore, a gift to a trust has the same five-year look-back as a gift to an individual. 1. Why use a Read More
Colleen L. Clark recognized
We are excited to announce that our own Colleen Clark has been recognized in The County Woman Magazine! You are a special member of our team and we couldn't be who we are without you. Congratulations! Read More
Ask a Lawyer Episode 5-Dr. Dan Cruoglio on personal growth
Transcript of Podcast Interview with Dr. Dan Cruoglio from Life Adjustments Coaching This is Christine Matus from the Matus Law Group. It's an honor to have Dr. Dan Cruoglio from Life Adjustments Coaching on this podcast. I believe personal growth must precede professional growth and we need an outside person to look at things and help. Dr. Dan’s information, interaction, and experience is bar-none. Dr. Dan, tell Read More
5 Tips to Make Selling Your Home Go Smoothly
Selling your home on your own can be somewhat daunting, but it can also be extremely rewarding. If you are looking to sell your home in New Jersey, use the following general suggestions and information for a successful For Sale By Owner (FSBO) transaction: Do some research to price your home correctly. One of the biggest mistakes that sellers make is that they price their home either too high for the market Read More
The Matus Law Group Named a 2018 Law Firm 500 Honoree for Fastest Growing Law Firms in the U.S.
Over the past 3-years, our team at The Matus Law Group, has been dedicated to providing excellence in customer service resulting in many happy clients. In doing so, our commitment and focus has taken us on a fabulous journey of growth – both personally and for our business. We are pleased to announce that our law firm has been named a 2018 Law Firm 500 Honoree awarded to the Fastest Growing Law Firms in the US. Read More
Matus Law Ranked the 74th Fastest Growing Law Firm in the Country
We are so grateful to be ranked 74th fastest growing law firm in the country! Thank you for Colleen Clark, Jennifer Martinez and our newest member Kathleen Taranto for their hard work, and dedication to our Mission to helping families and protecting their assets especially if they have a special needs child. #matuslaw #uniquesolutionsforuniquefamilies #doinglawdifferent Read More
Ask a Lawyer Episode 4-Jerry Wade with the Reilly Financial Group on Special Needs Planning
Transcript of Podcast Interview with Special Needs Planner Jerry Wade Christine: Hi, everyone. This is Christine Matus from The Matus Law Group. We love to showcase people we feel have valuable information, and are considered experts in their field. I've known Jerry Wade with the Reilly Financial Group for some time now, and he has a lot of valuable information that will help all of our families. Jerry, could you Read More
Caution: Avoid These Estate Planning Mistakes!
You have worked too hard in building up your estate to leave any of it to chance. Unfortunately, it is all too easy to make simple mistakes that could wind up costing your family not only heartache, but money to sort out. Here are 5 mistakes that you need to avoid when planning your estate. Don't procrastinate! According to a study from BMO Wealth Management, more than half of American adults have not Read More
Make an estate plan for your digital assets
Today, 77 percent of Americans go online every day, according to a recent Pew Research Center survey, and most of us maintain at least some kind of digital data in the cloud. We save emails, post to social media, and store photos in online albums. All of this digital information has created a new issue for you, your heirs, and the technology firms that hold your assets. The key concern is maintaining your Read More
