Protecting Important Documents

You are getting organized and one of the areas you think about is protecting your important documents and where you should keep them.  Let’s take a look at some possibilities.  If you have completed your estate planning, the attorney with whom you worked may offer to keep your documents safeguarded for you.  They may have […]

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Starting The New Year Off In A Positive Way

We are into the new year and have possibly made resolutions to improve certain aspects of our lives in one way or another.  One of the most common areas is with regard to finances.  So, if you are one of those resolution makers, let’s look at some things to consider: First of all, take a […]

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Why Do I Have To Pay Taxes?

HAPPY NEW YEAR! Thoughts of a new year also bring thoughts of taxes.  So much for the festive holidays when we begin to think about taxes.  So, why do we have to pay taxes?  Some may claim taxes are illegal.  False and misleading statements and advice may be heard.  However, if you look at the […]

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Medical Equipment Scams

There have been so many fraudulent claims to Medicare for durable medical equipment (DME) — wheelchairs, walkers, braces and other devices prescribed by doctors to help patients deal with an injury or chronic illness at home that have been in excess of $6 BILLION, yes Billion, a YEAR! Yikes. This is yet another way older […]

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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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Individuals with Significant Tax Debt Should Act Promptly to Avoid Revocation of Passports

The Internal Revenue Service today urged taxpayers to resolve their significant tax debts to avoid putting their passports in jeopardy. They should contact the IRS now to avoid delays in their travel plans later. Under the Fixing America’s Surface Transportation (FAST) Act, the IRS notifies the State Department (State) of taxpayers certified as owing a […]

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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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Financial Elder Abuse

Do you have a family member who needs help and you have hired someone who comes into the home periodically or who may even stay in the home full time?  If the answer is yes, where are financial documents kept?  Who gets the mail?  If the aide or caregiver or helper – whatever title you […]

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Medicare Fraud

Medicare and its more than 60 million beneficiaries are under attack from scammers who want to disrupt the program. Their primary aim is defrauding Medicare itself.  Billions of dollars were lost in 2017 due to fraud, abuse and improper billing. You ask – how can this happen?  Their schemes target beneficiaries directly, steal identities or […]

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