Plan Now, Not Later: The COVID crisis has only exacerbated a recurring problem we see at the law firm--folks waiting until it's too late to plan. I always emphasize the fact that you should be in control of your estate plan. It's not ideal if your adult child is attempting to be...
Category: Newsletter
Federal Estate Tax Changes Under President Biden?
By Jeremy A. Wechsler, Esq.
Your Estate Planning & Elder Planning Attorney
There has been much talk of changing tax codes in the coming months or year(s). Tax laws seem to change more often these days, which hampers tax planning for the long-term.
Currently, for your estate to be hit with...
Long-Term Care Planning: One Thing To Do Right Now
Far too many of us are concerned/worried that we may need a nursing home or long-term care in the future, and that our estate may be in the red as a result. But unfortunately, most of us don’t do any planning.
Nursing homes have been in the news many...
Elder Financial Abuse Study
A study commissioned by Pennsylvania Governor Tom Wolf in 2019 recently revealed some alarming findings related to the financial exploitation of older adults.
Financial exploitation of older adults can take many different forms and can be perpetrated by trusted individuals or complete strangers. The most common forms of financial...
Tips for Staying Cyber Smart this Holiday Season
Cyber Monday seems to now regularly eclipse Black Friday. We are doing more and more of our shopping online. Amazon and other companies make it so easy to do a "one click" purchase, with all of your credit card and other info saved.
Yes, holiday shopping online can be convenient and stress free and...
Some Digital Tips To Staying Cyber Smart
With every emailed alert about a credit card you probably don't have, with every phone call pleading for money (and for bank account information), it is apparent that we live in a dangerous world. It is also very apparent that the technology that makes our lives easier also makes us more vulnerable to fraudsters...
Five Key Reasons You Need An Estate Plan… Even If You Think You Don’t Need One!
It’s more than a legal document
There is no doubt that legal documents like a Last Will & Testament, Health Care Power of Attorney, and Durable Financial Power of Attorney are crucial, but estate planning goes beyond document production. One area that folks often overlook is organizing their affairs for...
How Much Of Your Personal Information Is Unwittingly Accessible?
Beneficiary Forms: 5 Common Mistakes
Usually, the final step in opening up a life insurance policy, annuity or IRA is filling out the...
Estate Planning Tips - Do This, Not That!
If you’ve been reading my newsletter long enough, you know by now that my mantra is that everyone needs an estate plan, whether rich or poor, young or old. Your estate plan will look different than your neighbor’s, or that of the CEO of a Fortune 500 company. Everyone has an estate and a...