Planning

You Gotta Keep Goin’

OK, so I know that isn’t grammatically correct, but it did get your attention, didn’t it? We completed our series of blogs on funeral planning, which you may have found interesting, boring or depressing.  My goal was not to put you into more of the funk that we have been experiencing, but to provide some […]

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Funeral Service Shopping: Planning Tips Part 3 of 7

This is Part 3 of my series on Funerals, a subject we don’t like or want to think about.  But, a very important one. PART 3 – FUNERAL RELATED FEES Funeral costs include basic services fee for the funeral director and staff, charges for other services and merchandise, and cash advances. Funeral Fees The Funeral […]

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Updating Your Estate Planning

We are taking a break this week from our blogs about funeral planning to share some important news about estate planning document executions in the midst of our current COVID-19 situation.  The series on funerals will resume next week.       Has the pandemic and its effects in the recent months caused you to think about your […]

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Funeral Service Shopping: Planning Tips Part 2 of 7

This is Part 2 of my series on Funerals, a subject we don’t like or want to think about.  But, a very important one. PART 2 – The FTC Funeral Rule The Funeral Rule, enforced by the Federal Trade Commission (FTC), makes it possible for you to choose only those goods and services you want […]

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Funeral Service Shopping: Planning Tips Part 1 of 7

With what the world has been experiencing in the past several months, many people were not prepared for the loss of loved ones.  It is a traumatic time and one that we would rather not think about.  However, it is a fact of life that most of us will at some point in our lives […]

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THE ‘CARES’ LAW – How Does It Help You?

The “CARES” Act (Coronavirus Aid, Relief, and Economic Security Act) was signed into law on March 27, 2020.  While the 880-page law covers many different areas, we will look at only the section dealing with retirement plan required minimum distributions.  With the SECURE Act, the beginning age for RMDs (required minimum distributions) was raised to […]

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The Problem Heir

Let’s face it – there is always a family member who causes concern, disappointments or heartache.  Embarrassing, isn’t it?  But you are getting ready to do your estate planning or thought you had it done until something comes up that causes you to think about the situation. So, what do you do?  How do you […]

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Fiduciary Compensation

In past BLOGS, we have been focusing on estate planning.  You have made some big decisions or have at least started to think about your planning.  As you have been thinking, the thought may have crossed your mind about your fiduciary receiving compensation for their efforts.  Well, think no more about it.  In New Jersey […]

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Common Estate Planning Mistakes

You have decided you need to think about your estate planning.  You want to avoid making mistakes.  Of course, the BIGGEST mistake is to not have any estate planning in place.  To help you feel more confident about your estate planning, here are some thoughts to consider: Who will be your fiduciary – your executor, […]

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Long Term Care Insurance

Americans are living longer.  It is predicted that approximately 70% of individuals over the age of 65 will be unable to complete at least two of the activities of daily living.  By 2025 it is expected that for every 100 middle age individuals, there will be 253 seniors (definition given for “seniors” varied by age […]

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