01.25.2021
How We Embraced The ‘Swirl’
A Taoist story tells of an old man who accidentally fell into the river rapids leading to a high and dangerous waterfall. Onlookers feared for …
How We Embraced The ‘Swirl’
Think back to March when the government shutdowns were starting. Think about the forecasts and predictions being made.
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Blog
01.20.2021
Inflation Could Harm Your Retirement Without Careful Planning
Many people work their entire lives for the hope of a well-deserved and peaceful retirement. With increasing longevity and the rising costs of health care, …
01.19.2021
What You Need to Know About Affording an Estate Plan
The majority of Americans don’t have a plan in place but estate planning is not only for wealthy individuals and business owners. A basic plan …
01.18.2021
Your Home & Estate Planning: Avoid This Mistake
Sadly, far too many children face the loss of their elderly parents and then have to take on the complicated task of selling a parent’s …
01.07.2021
What Role Does a Representative Payee Play in Estate Planning?
The Social Security Administration defines a representative payee as a person or entity that is designated to manage or receive supplemental security income or …
01.07.2021
Study Finds High Net Worth Individuals Preparing for Possible Tax Increases
Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified …
01.06.2021
Irrevocable Trusts and Crummey Powers
If you created an irrevocable trust in 2020, you need to ensure that certain kinds of gifts that are made to the trustee to pay …
01.05.2021
Tax Authorities Claim That Executors Undervalued Prince’s Estate
Controversy was generated when pop singer Prince passed away without a will or any other estate plan in place. Calculations from the IRS indicated …
01.02.2021
Who Should Serve as a Trustee?
Whether you choose to go with an irrevocable trust or a revocable trust, it’s important to think about the person who will be installed in …
12.30.2020
How Do I Get Rid of a Timeshare as Part of Estate Planning?
If you are a New Jersey resident and also own property in a timeshare, you need to make sure this is accounted for in your …
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