Planning

Birthday Basics

You will never forget your birthday (even though you may want to). Every time you make another trip around the sun (a year), it is good to reflect on what has changed in your life and what you have accomplished. Estate planning is probably something that rarely is among these thoughts. Many people think that […]

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Who’s on Your Team?

Team?  Do you really have a team?  Think about it – you certainly do.  In fact, you probably have several teams – medical, financial/legal, family, friends, etc.  In this blog, I am going to address the importance of your financial/legal team.  In years gone by, we would go to a doctor who would treat us […]

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“I Care a Lot”

“I Care a Lot” is one of the most popular movies on Netflix recently. The movie follows Marla Grayson who is a professional Guardian over elderly individuals who have substantial assets. Marla can been seen taking control over their assets, placing them in assisted living facilities, selling off their homes and assets. There are even […]

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Medical Emergencies for Non-Married Couples

Are you in a long term relationship? Do you know what will happen if you or your partner have a medical emergency? In 2021, it is much more common for couples to cohabitate together for long periods of time prior to getting married, if they even decide to take the next big step. While the […]

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Green Burials

These days, we hear much about “going green”, leaving an “environmental footprint”, “climate change”, etc.  We are all responsible to do our part to preserve and protect our environment while we are alive.  But, what about after we die?  Can you still do your part? Hmmmmm. Think about how much wood is used to make […]

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Estate Planning and Religion

When engaging in estate planning for individuals, attorneys must be diligent in asking the right questions, not only for financial purposes and the objects of one’s bounty, but also for religious beliefs and practices and to complete the planning by honoring the wishes of the individual doing their planning.  If you are doing your estate […]

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Estate Planning Options

Abbreviations, acronyms, slang, metaphors, simile, hyperbole, puns, idioms – all types of figurative languages.  When you think about it, we have so many forms of languages that the basics – English, French, German, Spanish – seem to be lost in the shuffle.  In Estate Planning, we have many acronyms that are used and I thought […]

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Are You Thinking About Retirement?

Who will you be when you retire?  Many of us identify ourselves through our career, but when we retire, that identity retires as well.  So, who do you want to be in retirement?  How do you want to enjoy yourself?  There is no magical age for retirement these days.  You hear of individuals retiring not […]

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Talking to Aging Parents About Finances

You see your parents aging and you begin to become concerned about their finances.  They may not have shared much with you about their finances or you may be fortunate that they have been open with regard to what they have accumulated.  Regardless of which scenario is true for you, talking about finances can be […]

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Owning Property In A State Other Than The State You Call Home

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 […]

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