• Skip to primary navigation
  • Skip to main content

Applegate, Quinn & Magee

Dedicated To Upholding Your Trust

Pre-consultation Form ATTEND A FREE WEBINAR (973) 377-5200
  • Home
  • Who We Are
    • About Our Firm
    • Attorney & Staff Profiles
    • Advantages of Working With Our Firm
  • How We Can Help
    • Business Owners and Asset Protection
    • Elder Law & Medicaid Services
      • Are You A Caregiver?
      • Coping With Alzheimer’s
      • Emergency Medicaid & Nursing Home Planning
      • Guardianship & Conservatorship
      • Hospice Care
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Incapacity Planning
    • LGBTQ Estate Planning
    • Medicaid Planning
    • Minor Children & Young Adult Planning
    • Remarriage & Blended Families Protection
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
  • Free Resources
    • DocuBank
    • Elder Law Resources
      • Elder Law Reports
      • Elder Law & Medicaid Definitions
    • Estate Planning Resources
      • Estate Planning Articles
      • Estate Planning Checkup
      • Incapacity Planning Definitions
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate and Legacy Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQs
      • FAQs for Families Without an Estate Plan
      • LGBTQ Estate Planning FAQs
      • Trust Administration & Probate FAQs
    • Newsletters
    • Special Needs Resources
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Trust Administration & Probate Definitions
  • BLOG
  • Contact Us
  • Show Search
Hide Search

Estate Planning Articles

Some of these articles have been written by our law firm and other articles are written by the American Academy of Estate Planning Attorneys and compliments of our law firm. Any feedback or questions about the articles can be addressed by contacting our office.

Gifting to Children

This article examines gifting strategies for transfers in trust to minors. Specifically, it looks at Crummey trusts and 2503(c) trusts and the advantages and disadvantages of each.

Waiting to Roth: Hidden Loophole for High-income Earners

The article explains a few different types of retirement plans and then looks at a loophole for high-income earners to make contributions to a non-deductible IRA now and then convert it to a Roth IRA in 2010, when income limits for such conversion are lifted.

What Happens in My Initial Estate Planning Consultation?

This article describes what happens in the initial estate planning consultation, including the questions asked, the discussion of goals, etc. The article also references a CNNfn segment that talked about the importance of stringent continuing education requirements, like those of the American Academy of Estate Planning Attorneys.

Do You Want Your Spouse to Lose Your Biggest Asset?

The article examines how beneficiary designations must be coordinated in order to have an effective estate plan. It looks at the story of a woman who forgot to change her beneficiary designations. As a result her husband of 20 years did not get her retirement plan proceeds.

Applegate, Quinn & Magee

Applegate, Quinn & Magee

Address

MADISON
78 Main Street, P.O. Box 10
Madison, NJ 07940-0010
Phone: (973) 377-5200
Fax: (973) 377-8312

Office Hours

Monday9:00 AM - 4:00 PM
Tuesday9:00 AM - 4:00 PM
Wednesday9:00 AM - 4:00 PM
Thursday9:00 AM - 4:00 PM

Friday - by appointment only

Map

Map

SPRINGLAKE HEIGHTS

60 Highway 71
Springlake Heights, NJ 07762
Phone: (973) 377-5200
BY APPOINTMENT ONLY

Map

Map

© 2023 American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy