Ocean County Estate Planning Attorney - Christine Matus
Note sull'episodio
From The Matus Law Group - Ocean County Estate Planning Attorney explores how New Jersey families can prepare for the future through wills, trusts, and other essential planning tools. This episode covers key documents such as a Last Will and Testament, powers of attorney, and advance healthcare directives, explaining how the Revised Durable Power of Attorney Act and the New Jersey Advance Directive for Health Care Act help ensure finances and medical care are handled by trusted individuals when someone cannot make decisions themselves.
The discussion also examines living trusts and revocable trusts in New Jersey, including how a properly funded trust can avoid probate through the Ocean County Surrogate's Court, and who should consider a revocable trust in NJ. Listeners will learn about Medicaid Asset Protection Trusts, how a MAPT may help shelter assets from Medicaid's spend-down requirements, and why timing matters given New Jersey Medicaid and NJ FamilyCare eligibility rules, including the community spouse resource allowance, or CSRA.
The episode further breaks down special needs planning, comparing first-party and third-party special needs trusts and what these trusts can and cannot pay for while preserving eligibility for SSI and Medicaid. Christine Matus of Matus Law Group brings her experience guiding Ocean County families through these estate planning, elder law, and asset protection strategies.
Whether you're creating a first estate plan or updating an existing one, this conversation from Matus Law Group offers guidance on protecting loved ones and preparing for the future. Call Matus Law Group to schedule a consultation and learn more about the planning tools discussed in this episode.
Matus Law Group
81 E Water St #2C, Toms River, NJ 08753
(732) 281-0060