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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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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