Planning

Your Child Reaches the Age of 18 – They Are an Adult Now

The Fourth of July is behind us and the start of a new school year will be here before we know it.  If you are a parent with children going to school – including those headed off to college – you are probably already starting your “school” shopping.  If you have a child headed for […]

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UNCERTAINTY

That could easily become our buzz word these days.  Especially given what we have been through in the past couple of years.  But, life is full of uncertainty.  We were coasting along in 2019 and then 2020 saw the pandemic force us to change almost everything.  We experienced isolation, social distancing, masks, uncertainty of where […]

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New Jersey Financial Wellness Website

New Jersey recently launched a free website called NJ FinLit.  This site is sponsored by the New Jersey Department of the Treasury and contains interactive tools, videos and articles which can be used to understand and manage your financial resources.  While there are many resources on the internet with regard to financial wellness, you must […]

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Where Are the Originals of Estate Planning Documents That Have Been Superseded?

Hmmmm, good question.  Probably one that you have never thought about.  This issue came up for discussion during a recent departmental meeting.  As attorneys change firms, they may bring files and other documents with them to their new firm.  And, sometimes, those documents include originally signed Last Wills and Testaments of individuals who may not […]

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Don’t Make These Estate Planning Mistakes

I know that I have written in the past about estate planning, but as time passes, we see more and more issues arising from estate planning mistakes – omissions, improper forms, improper titling or non-titling of assets, and not taking special circumstances into consideration. In our day-to-day administration of estates, we encounter many challenges and […]

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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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