Share

Newsletter

Tuesday, August 20, 2019

Are CCRCs Right For You?



Read more . . .


Tuesday, August 20, 2019

Beneficiary Forms: 5 Common Mistakes

Are the beneficiary designations on your accounts mere afterthoughts? Consider how important these designations are, and the fact that things can go very wrong if these designations aren't correct. Read about five common mistakes in this blog.
Read more . . .


Tuesday, June 18, 2019

Adult Day Care: Providing a Break For Caregivers


Caregiving is hard work and it is easy for caregivers, especially family members, to get burned out. Adult day care may sound funny at first, but it's no joke. Adult day care centers provide care and companionship in a group setting to seniors who need supervision during the day, allowing their caregivers to go to work or take a much-needed break.

Often affiliated with another facility (i.e.
Read more . . .


Tuesday, June 18, 2019

Prepare for the SECURE Act


This has been under the radar for most folks, but be prepared. Last month, the U.S. House of Representatives passed the SECURE Act, a bill to change the laws on retirement savings. The U.
Read more . . .


Monday, May 21, 2018

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 loved ones. Not only does this help them understand where everything is, it smooths the process for when that loved one must step in either as Executor, Power of Attorney, etc. When you sit down to work with an attorney on an estate plan, you’re going to get the legal documents, but also the tools and advice you need to make things actually WORK for your loved ones.

 

Without a plan, unintended beneficiaries may get your stuff

By neglecting to have at least a Last Will & Testament, you willingly forfeit total control over who inherits your property.


Read more . . .


Wednesday, June 21, 2017

Long-Term Care: Should You Count On Uncle Sam's Help?


There’s no doubt about it:  long-term care planning is stressful and costly, causing many people to simply ignore it and hope for the best. But it’s to their detriment. Some private nursing homes can cost over $12,000 per month these days, and the cost of nursing care rises faster than inflation. When I speak to prospective clients and clients, I get a lot of anxious questions about long-term care and nursing homes, but my answers provide little desire to plan for this possibility. Why? Long-term care insurance is expensive, and many of my clients do not have ideal assets to establish a “Medicaid Trust”.
Read more . . .


Wednesday, April 5, 2017

Last Minute Tax News & Tips For 2017


The IRS is pretty sure it owns the month of April.  Well, at least April 18th (not April 15th this year).  In the spirit of the tax day quickly heading our way, I have put together some (hopefully) useful tax information for you to recap where we’re at in the new Trump era.

Audits:

According to a Wall Street Journal article that you can


Read more . . .


Monday, January 23, 2017

How Much Of Your Personal Information Is Unwittingly Accessible?


We just recently passed the 10th anniversary of the iPhone – a device a good many of us have become reliant on in our day-to-day lives ever since Steve Jobs introduced it back in 2007.  I know I love mine!
 
In the years since the phone’s introduction, we’ve seen must-have accessories introduced (wireless headphones!  iWatches!!), and we’ve seen helpful features added with each update.  One of the best features is the HealthKit – a bit of software added to the iPhone back with iOS 8 that allows the phone to do a number of health-related tasks. 

HealthKit can track the amount of steps you walk per day, for one, sync with other devices that can track information (the iWatch’s heartrate monitor, etc.) and it can also keep track of your medical information so that if you’re ever injured or incapacitated, medical staff can access that info quickly.

Read more . . .


Friday, October 14, 2016

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 and attackers.  So we put together a few tips here that you should keep in mind whenever you're online, on the phone or on a mobile device.

1. Free WiFi Isn't Always Free

While it's easy to balk at the cost of hotel or airport WiFi, it's easy for a scammer to set up a "free" WiFi network and then watch every packet of information you send across it.


Read more . . .


Archived Posts

2019
2018
2017
2016
2015
2014
2013
2012
2011
December
November
October
September
August
July
June
May
April
March
February
January
2010
December
November
October
September
August
July
June
May
April
March
February
January
2009


The Law Offices of Jeremy A. Wechsler assist clients with Estate Planning matters in Willow Grove, PA as well as Abington, Hatboro, Dresher, Horsham, Bryn Athyn, Huntingdon Valley, Fort Washington, Jenkintown, Glenside, Oreland, Warminister, Wyncote, Ambler, Elkins Park, Flourtown, Philadelphia, Warrington, Cheltenham, Gwynedd Valley, Jamison, Feasterville Trevose, Richboro, North Wales, Blue Bell, Lafayette Hill, King of Prussia, Collegeville, Oaks, Phoenixville, Oxford Valley, Langhorne, Penndel, Bristol, Fairless Hills, Bensalem, Plymouth Meeting, Furlong, Philadelphia County, Bucks County and Montgomery County.

© The Law Offices of Jeremy A. Wechsler | Disclaimer | Law Firm Website Design by Zola Creative



© 2019 The Law Offices of Jeremy A. Wechsler | Disclaimer
2300 Computer Avenue, Suite J-54, Willow Grove, PA 19090
| Phone: 215-706-0200

Wills and Trusts | Elder Law / Long Term Care | Probate / Estate Administration | Powers of Attorney | Life Insurance / Long-Term Care Insurance | Special Needs Planning | Same Sex Couple Planning | Asset Protection | Estate Planning For Pets | Retirement Planning | Retirement Account Trusts | About Us | Resources

Attorney Website Design by
Amicus Creative