Wills vs. Living Trusts: Which One is Right for You?

You’ve worked hard to build up your assets and you want to ensure that they’re distributed properly after you pass. Both Wills and living trusts can help you protect your assets and provide for your children after your death. It’s important to consider different estate planning options to figure out which type of tool best suits your needs, and this blog will compare two of the most common. What is a Will? A Read More

Kathleen Taranto featured!

We are proud to announce that our very own Kathleen Taranto was featured in this month's edition of Women of Ocean County! Please join us in wishing her congratulations! Read More

4 Things New Homeowners Need to Hear

1. Please update your will. It’s so important to be sure that your will reflect your new purchase and what should happen if you die. 2. Review your life insurance. I have heard so many times, I have life insurance to cover my funeral expenses. If you have a mortgage, is it your intention that you want your family to live in the house if you die? How will they pay the mortgage? If so, review your life insurance to Read More

Understanding LRE

When you have a child with special needs, there’s a lot to consider when trying to meet their educational needs. Not only do you want them to learn and hit academic benchmarks, but you also want to nurture their social growth and help them feel included. In the past, students in special education programs often spent all or most of their time in a separate special education classroom, seeing their peers for only a Read More

Legal Matters Feb Newsletter

Read our Legal Matters newsletter here! In this issue, we cover Keeping Tax Credits for Charitable Gifts, Grandparents Options for College Costs, Paying Taxes When You Inherit a Home, and more! Read More

Listen to Christine’s Radio Interview!

On January 29, 2019, Christine was invited to speak about wills and trusts on Preferred Radio in New Jersey. You can listen to the interview here! Read More

15 Year Anniversary!

  Milestones are great, especially for businesses. It means you’ve achieved a goal and something’s going right.   The Matus Law Group has hit its 15th Anniversary: 15 years of protecting families and their assets, helping with real estate and especially serving those with special needs families! The official “birthday” was November 7, but over the next few Read More

A Brief Overview of FAPE

Under the Individuals with Disabilities Education Act (IDEA), every child that has a disability has the right to receive FAPE, or a “free and appropriate public education.” FAPE is your child’s right to get their unique educational needs met at school that’s appropriate to their developmental level in the least restrictive environment possible to their level. Dissecting FAPE “Free” means that there will be no Read More

4 Things You Should Know About Dynasty Trusts

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