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Caller Unknown

Telephone scammers are getting better and better; using fear tactics to elicit irrational and immediate results.  This happened to someone close to me just a few months ago. It was late night for this victim, after 9 p.m., which for the typical person in their 80s is like 2 a.m. for the rest of us! […]

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WELLNESS

Written by: Yasmeen S. Khaleel, Esq. and Renee C. Vidal, Esq. Last month, our faithful friend Punxsutawney Phil saw his shadow which promises six more weeks of winter.  This is a time of year when people often feel dull and depressed.  Therefore, it is a great time of year to remind everyone of the importance […]

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Reverse Mortgages

So, you have heard of Reverse Mortgages, but do you really understand what they are and how they can be helpful?  Like most things – you hear good and bad comments about them. A reverse mortgage is unlike a purchase money mortgage or a refinance mortgage.  So, what’s the difference?  When someone buys real estate, […]

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Long-Term Care Insurance

The cost of care in a nursing facility continues to rise.  The cost of the same is dependent upon the location, the level of care provided and the needs of the resident.  I have seen monthly care statements in excess of $10,000.  So, if you should need this type of care, will you be able […]

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As 2020 Comes To A Close . . .

We can all be thankful for what we do have and remember to help those who are less fortunate than we are.  This year has taught us many lessons in so many different areas.  We have had so many experiences that, last year at this time, we would have never dreamed of having.  Let us […]

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Keeping Economic Impact Payment Notice

If you received an Economic Impact Payment, you would have received Notice 1444, Your Economic Impact Payment.  This Notice should be kept with your tax records for tax year 2020. This notice provides information about the amount of the payment, how the payment was made and how to report any payment that wasn’t received. For […]

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Owning Property Used By Others

You have a second home – either at the shore or in the mountains and you are very generous with letting others use the home.  It may be while you are there or to enjoy your home without you.  Your guests are so lucky.  And you feel good knowing they are enjoying your home.  But […]

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Caregiver Compassion

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 […]

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Funeral Service Shopping: Planning Tips Part 7 of 7

Part 7 – Planning Your Own Funeral Pre-planning your funeral is not morbid.  It is being thoughtful and considerate of the loved ones you will leave behind.  It gives you control in selecting what you want and relieves your family of the burden of making decisions in a time of mourning.  Many people feel that […]

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Funeral Service Shopping: Planning Tips Part 6 of 7

Part 6 – Interment Options We have been talking about funeral arrangements in prior segments and now we will look at Interment options.  It may be a cemetery, a mausoleum crypt, keeping cremains in the possession of the family or disposal of cremains in an alternative manner.  Your preferences are just as important, if not […]

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