Planning

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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The Modern Family and Estate Planning

Families have changed throughout the years due to divorces, second marriages, blended families, same sex marriages, single parents, cohabitating couples, multinational couples, couples with different religious beliefs, age gaps between couples – all which can require special considerations in doing your estate planning.  You may have one or more of these considerations to be factored […]

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Estate Planning – Who Is On Your Team?

When you say “estate planning”, many people think of going to an attorney and having their Last Will and Testament prepared.  But, is this all that meets the definition of “estate planning”?  Oh no — far from it.  First of all, the term “estate planning” is the production of documents far beyond a Will.  At […]

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The Future of Dying

As we look back in history, the memorialization of the deceased have been very diverse among the cultures of our world. In the U.S., we see a mix of the different cultures based upon personal preferences as well as religious beliefs.  So, what is ahead in the future with regard to dying and memorialization of […]

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Will You Make Your Kids Angry After You Die?

During my career of doing estate administration, I found in the earlier years that the beneficiaries were more appreciative of what they received.  The children got along and all was well.  However, our society has changed and now there are many cases ending up in court to settle matters which were not able to be […]

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Checking In On Your Resolutions – #2

Last week we started our check on our resolutions and we will wrap up our suggestions this week. ARE YOUR HARD-EARNED ASSETS WORKING FOR YOU?  If you have a savings account or certificates of deposit, are you getting the best interest possible on these assets?  If you have a brokerage account, are your assets working […]

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Checking In On Your Resolutions

So, we are in the first full week of January and life is regaining a normal routine.  How are you doing on your resolutions?  Last week, Yasmeen Khaleel gave a list of suggestions of areas to address with regard to estate planning.  If you read that blog, have you even given it any further thought?  […]

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