“People”? Yes you have “people”, we all have “people”. So, who are your “people”? They include, but are not limited to, the beneficiaries under your will and/or trust, beneficiaries of life insurance and retirement-type accounts, parties named to serve as executor or trustee, agents under your power of attorney and living will. Yes, I can […]
Your dream – to own a home in the mountains or a home at the shore. Unless you live in New Jersey and have a home at the shore or live in Pennsylvania and have a home in the mountains, your estate could be subject to estate administration in the state where your second home […]
Is there someone in your family receiving services from a caregiver? It could be a family member or someone who is paid to care for the infirmed or elderly loved one. Have you ever thought about the strength that it takes for someone to be a care giver? If it is a family member […]
Have you found the need to take a withdrawal from your retirement plan during this pandemic or are you thinking about doing so to ease your burdens? The CARES Act that Congress passed in late March includes provisions enabling people to take distributions or loans up to $100,000 from their IRA, 401(k) or 403(b) plan […]
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