Where Are the Originals of Estate Planning Documents That Have Been Superseded?

Hmmmm, good question.  Probably one that you have never thought about.  This issue came up for discussion during a recent departmental meeting.  As attorneys change firms, they may bring files and other documents with them to their new firm.  And, sometimes, those documents include originally signed Last Wills and Testaments of individuals who may not […]

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Duties of a Trustee

You have completed your estate planning and have created a trust.  Do you know what the duties of your named trustee are? You are probably thinking – the trustee has to take care of the assets, pay any related bills, file any required income tax returns and make distributions.  Am I on the right track […]

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Would You Help Someone Die?

What would your reaction be if someone you loved asked you to help them die?  If someone was diagnosed with a terminal illness and the loved one was taking the necessary steps to acquire the medication necessary to end their life in their own timing, how would you feel?  It is becoming more available for […]

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Special Saturday Help from IRS Available Without an Appointment on April 9, 2022

As the federal tax filing deadline approaches later this month, the Internal Revenue Service announced that many Taxpayer Assistance Centers (TACs) will be open around the country this Saturday, April 9, 2022 for face-to-face help. This special Saturday help is available from 9 a.m. to 4 p.m., and no appointment is needed. Normally, TACs are […]

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2018 Federal Income Tax Refunds

Time to think – or to check – did you file a 2018 federal income tax return?  If not, might you be entitled to a refund?  Hmmmm, so now is the time to check your 2018 return.  Currently, there are over $39,000,000 in refunds due to an estimated 39,000 taxpayers in New Jersey, with Pennsylvania […]

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Credit Report Errors

When was the last time you checked your credit report?  Have you ever checked your credit report?  Do you know how to check your credit report?  With the pandemic, errors have doubled on credit reports.  Why?  Certain programs implemented during the pandemic, such as forbearance periods on federal student loans and federally backed mortgages, have […]

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IRS Taxpayer Advocate

It is so common to hear grumblings about the IRS and all of its downfalls, but did you know that there is a Taxpayer Advocate? The duties and responsibilities of the advocate are to address concerns of taxpayers and improve the service that we as taxpayers receive. So, exactly what does this Taxpayer Advocate do?  […]

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Protecting Your Personal Information

There has recently been a story in Philadelphia regarding the theft of information from a person while hospitalized.  The end result was not pleasant with the theft of money from the hospitalized person’s assets. Stop and think for a minute – you go to the hospital – whether in anticipation of being an inpatient or […]

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The State Of State Taxes

Through the years, I have heard people make comments such as “_____ (insert your state of residence) has such high taxes”.  And, yes, it does seem like some states have higher taxes than others, but when speaking of taxes, one should be thinking about what type of tax is being talked about.  Stop and consider […]

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Income Taxes for the Remote Worker

Have you been one of the workers that, due to Covid-19, your workplace has changed and you have been/are working remotely from your place of business?  If so, here are a couple of things to consider when preparing your individual income tax return: In what state are you working remotely?  Is it different than the […]

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