The Basics

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 […]

Share

Read More →

Read More →

Would You Help Someone Die?

What would your reaction be if someone you loved asked you to help them die?  If someone was diagnosed with a terminal illness and the loved one was taking the necessary steps to acquire the medication necessary to end their life in their own timing, how would you feel?  It is becoming more available for […]

Share

Read More →

Read More →

Credit Report Errors

When was the last time you checked your credit report?  Have you ever checked your credit report?  Do you know how to check your credit report?  With the pandemic, errors have doubled on credit reports.  Why?  Certain programs implemented during the pandemic, such as forbearance periods on federal student loans and federally backed mortgages, have […]

Share

Read More →

Read More →

It’s a New Year – Let’s Stop Wasting Money

Whether we admit it or not, we make resolutions when a new year rolls around.  You are going to do this, or you aren’t going to do that.  Whatever your intentions, they might be called a resolution – albeit a silent resolution. With inflation at a high point, we are all looking to stop wasting […]

Share

Read More →

Read More →

HAPPINESS

“Happiness is nothing more than good health and a bad memory.”—Dr. Albert Schweitzer December is a month of celebration for many and for many it is a time of happiness; of gathering with family and friends, celebrating customs, the giving of gifts and, for some, just the preparation for the holidays brings happy feelings.  That […]

Share

Read More →

Read More →

Signs of Dementia

Let’s face it – as we get older, we tend to forget things.  But, when we seem to notice it more and more, when do we need to get concerned?  While this blog is not meant to be medical advice, it may help you put some things into perspective for either yourself or a loved […]

Share

Read More →

Read More →

Accessing the Digital World

We are using the digital world more and more with each passing day.  Not only do we use it for communicating and entertainment, but we also use it for storing and accessing our asset information.   You may know your logins and passwords, but what happens if you pass away or are not able to access […]

Share

Read More →

Read More →

If You Own Your Own Home – Do You Know How It Is Titled?

Chances are, if you purchased your home from a third party, you know exactly how your home is titled – meaning whose name is on the deed.  But, what if your home has been in the family for generations and has passed among family members.  Is YOUR name on the deed?  Don’t know?  Well, here […]

Share

Read More →

Read More →

Safe Deposit Boxes

Do you have a safe deposit box?  If so, do you know what is in it?  Do you need it?  In my years of estate administrations, I have seen safe deposit boxes containing very valuable items such as jewelry, coins, silver and cash all the way to empty utility envelopes and the “stuffers” that we […]

Share

Read More →

Read More →

Things to Remember When Selling a House

The temperatures outside are hot and so is the current real estate market.  It is a seller’s market.  Just speak with a realtor or a real estate attorney.  Kelly Dugan, real estate attorney at Capehart, has shared that despite her years of handling real estate transactions, she is seeing new situations almost daily.  There are […]

Share

Read More →

Read More →

Top