Safekeeping Original Documents

Where are your original estate planning documents?  In a safe place – right?  That safe place could be a safe deposit box at a bank, a fireproof box or safe in your home. Hopefully, not in a container that could burn or perhaps suffer water damage if there was a fire.  There are certain documents […]

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Ownership of Assets by Non-Married Couples

You and the love of your life have lived together for years being perfectly content not being married.  You have acquired assets together, like a residence, a second home, bank account or other items.  But what will happen when one of you dies?  Thinking that because you have both names on the asset, the surviving […]

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Recordkeeping for Stocks Not In a Brokerage Account

Gone are the days of paper stock certificates to evidence ownership of stock.  Now, if your stock is not held in a brokerage account, it will be held in a statement account with a transfer agent such as Computershare.  If your shares are held in a brokerage account, you will have the availability to have […]

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Owning Property Used By Others

You have a second home – either at the shore or in the mountains and you are very generous with letting others use the home.  It may be while you are there or to enjoy your home without you.  Your guests are so lucky.  And you feel good knowing they are enjoying your home.  But […]

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Know Your People

“People”?  Yes you have “people”, we all have “people”.  So, who are your “people”?  They include, but are not limited to, the beneficiaries under your will and/or trust, beneficiaries of life insurance and retirement-type accounts, parties named to serve as executor or trustee, agents under your power of attorney and living will.  Yes, I can […]

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Owning Property In A State Other Than The State You Call Home

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 […]

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Caregiver Compassion

Is there someone in your family receiving services from a caregiver?  It could be a family member or someone who is paid to care for the infirmed or elderly loved one.  Have you ever thought about the strength that it takes for someone to be a care giver?   If it is a family member […]

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Coronavirus Relief on Retirement Plan Withdrawals

Have you found the need to take a withdrawal from your retirement plan during this pandemic or are you thinking about doing so to ease your burdens?  The CARES Act that Congress passed in late March includes provisions enabling people to take distributions or loans up to $100,000 from their IRA, 401(k) or 403(b) plan […]

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You Gotta Keep Goin’

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 […]

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The 2019 Income Tax Deadline Is Quickly Approaching

We have all been through the most unusual four months of our lives with the pandemic.  Something that has not been experienced before in the lives of most people alive today.  Hopefully, the worst part of the pandemic is over, people follow the safe-distancing and mask-wearing protocols and life will slowly return to a more […]

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