July 20, 2021 |
New Study Shows What Is Most Likely to Impact a Positive Retirement
A new study has found that contributing to society and having a purpose are key to enjoying life in retirement. This study completed by Age ...
Learn MoreNew Study Shows What Is Most Likely to Impact a Positive Retirement
A new study has found that contributing to society and having a purpose are key to enjoying life in retirement. This study completed by Age Wave and Edwin Jones shows that the pandemic has influenced the funding and timing of many people’s retirement, often shifting plans they might have had in place for decades. 
The study also shows what Americans entering retirement feel are the most important aspects of all elements of comprehensive retirement planning, including those that are not financial. The study indicates that there are four pillars of the new retirement. Family is, of course, at the top of the list. The second pillar is purpose which many respondents derived from their friends and family.
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Blog
July 19, 2021 |
If I Don’t Want to Serve as an Executor, Do I Have to Take the Role?
Some family members are surprised when they learn that they have been named as a loved one’s executor. An executor has the responsibility of carrying ...
Learn MoreJuly 14, 2021 |
What Is a Directed Trust?
When thinking about your family wealth management there are many different options available to you. Consulting with an experienced asset protection planning attorney can help ...
Learn MoreJuly 13, 2021 |
Does a New Jersey Power of Attorney Agent Get Paid?
The principal creator of the power of attorney document sets the terms for the relationship. If the document has not been drafted, the principal is ...
Learn MoreJuly 12, 2021 |
What Is Proving a Will?
There are many different terms you may hear in connection with the estate planning process and one of these is proving a will. This means ...
Learn MoreJuly 7, 2021 |
What Are Fair Executor Fees for New Jersey Executors?
There are two primary sources that contribute to executor fees in New Jersey: corpus commissions and income commissions. Corpus includes every asset received by the ...
Learn MoreJuly 6, 2021 |
Is Your Estate Plan Portable Enough?
There was a time in the past where people would have settled down and stayed in mostly the same location for the majority of their ...
Learn MoreJuly 2, 2021 |
What Are the Most Important Retirement Milestones to Keep in Mind?
Every kind of retirement benefit will have a separate eligibility age and your age can play a big role in how much you will be ...
Learn MoreJuly 1, 2021 |
What Is the Federal Lifetime Exclusion?
In the United States, you are eligible to tap into something called a federal lifetime exclusion which is a specific dollar amount specified by the ...
Learn MoreJune 30, 2021 |
What Does the Concept of Incapacity Have to Do with My Living Trusts?
A person’s inability to manage their own legal, health care, financial and property decisions can lead to the authorization of someone else to serve in ...
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