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 …
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 …
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 is a Charitable Remainder Trust?
As I write this month’s column we are in the midst of preparing for high school graduations. When I listen to my team members talk about high school and …
Protecting the Future For Seniors
Through Legal Planning Seniors need to take steps to protect their wishes concerning their assets, quality of life, and healthcare decisions. Legal planning …
Who’s In Charge of Your Last Wishes?
Family may not always be best choice Selecting the right individual(s) to carry out your last wishes under your Will, Health Care Directive and Power of …
How to Select an Executor of Your Will
THE EXECUTOR~Poem by Edgar A. Guest I had a friend who died and he, On earth so loved and trusted me, That ere he quit this earthly shore, He made me his …