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Wills and Estates

Digital art of a lawyer standing next to a large document and gavel.
Edward Goldstein, CFP | Dec 4, 2025

Understanding Powers of Attorney (POA): Roles, Responsibilities, and Limitations

Wills and Estates
A power of attorney (POA) is a legal instrument empowering one to act on behalf of another person under specific circumstances & with defined responsibilities
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desk displaying inheritance tax planning documents and a framed photo of a grandparent with grandchild, symbolizing legacy planning across generations
Edward Goldstein, CFP | Dec 4, 2025

A Guide to NJ and PA Inheritance Tax & Legacy Planning

Wills and Estates
Learn how to navigate inheritance tax laws in NJ and PA. Discover strategic planning approaches to help preserve your wealth and protect your legacy.
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professional desk with estate and legal documents for executor
Edward Goldstein, CFP | Dec 4, 2025

The Executor Checklist: Navigating the Probate Process with Confidence

Wills and Estates
Learn essential steps executors must take to properly settle an estate; including probate steps, debt management, and asset distribution in PA, NJ and beyond.
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Young adult’s hands rests gently on top of an older parent’s hands on a kitchen table, symbolizing support and care.
Edward Goldstein, CFP | Dec 4, 2025

Starting the Estate Planning Talk with Aging Parents: Tips and Strategies

Wills and Estates
Talking to aging parents about estate planning and long-term care can be challenging. This guide offers thoughtful ways to start and navigate these important
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10,000 Lincoln Drive East, Suite 201
Marlton NJ 08053

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Contact Info

(856) 988-5480
egoldstein@flplanning.net

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Recognized 16x as a Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine 2008-2012, 2014-2025

Recognized as an 11x "Select Wealth Manager" in New Jersey Monthly 2012, 2014-2024

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