Financial Caregiving
How does one provide for his or her continued long term financial planning when confronted by physical or mental incapacity? One option that is often …
Discussing Health with Your Financial Planner
Some years ago, Forbes Magazine published an article titled, “Why You Should Discuss Health With Your Financial Planner”. Much of the article dealt with …
The Holidays Brings an Opportunity to Discuss Family Matters
Discussing financial and estate planning with Mom and Dad during the Holidays might sound cold. Yet, I have read article after article that recommends that as …
Preparing for the Unforseen, Living Trusts
There may come a time when a loved one can no longer make financial decisions because of a mental or physical disability. I have written so many times before …
Estate Planning, Charitable Remainder Trust
When I listen to my team members talk about high school and pending deadline for their child’s choice of college, it is scary. They talk about having to …
Elders and Financial Exploitation
Recently, a client of mine lost his wife after a long illness. The husband, my client, is quite elderly and needed assistance with some of his daily …
Special Needs Trust-How to Provide for Your Grandchildren
As this month is dedicated to Autism and Special Needs I thought I would once again write about a Special Needs Trust with special emphasis on grandparents. A …
11 Reasons to Update Your Will
Changes in state tax laws is one of the reasons to update your Will. You may be aware that the State of New Jersey is repealing the state estate tax effective …
What Makes Us Happy as We Age?
I would like to share with you an Article from M.A. & Co. that I came across some time ago. “Growing old isn’t always easy. There’s the financial …
How to Select a Financial Advisor
When we think of DIY (Do-It-Yourself) it is usually in the context of building, modifying, or repairing something without the help of a professional. With the …