Planning for contingencies is typically one of our least favorite things to do. The onset of the pandemic changed that for many but still there are things we procrastinate with, such as planning for the later years in life. Many a client over the years has told me they simply can’t move out of their […]
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 […]
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 […]
As we look back in history, the memorialization of the deceased have been very diverse among the cultures of our world. In the U.S., we see a mix of the different cultures based upon personal preferences as well as religious beliefs. So, what is ahead in the future with regard to dying and memorialization of […]
During my career of doing estate administration, I found in the earlier years that the beneficiaries were more appreciative of what they received. The children got along and all was well. However, our society has changed and now there are many cases ending up in court to settle matters which were not able to be […]
Last week we started our check on our resolutions and we will wrap up our suggestions this week. ARE YOUR HARD-EARNED ASSETS WORKING FOR YOU? If you have a savings account or certificates of deposit, are you getting the best interest possible on these assets? If you have a brokerage account, are your assets working […]
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