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Wednesday, December 4, 2019

Fraud Galore: Unclaimed Money & Real Estate Scams

We are deluged with scams today — whether it be by email, mail or telephone. Always have your guard up and if in doubt, never give out your personal information! 

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Tuesday, December 3, 2019

The Essential Estate Plan

Let’s take a step back this edition and make sure you’re up to date on the essential estate planning components (for Pennsylvania residents). Think of estate planning like building a house. Every house needs a solid foundation, and that’s what I discuss below. However, you may require features such as a home office, an in-law suite, a two-car garage, etc. Just like building a house, each estate plan will vary. 

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Monday, December 2, 2019

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 a great way to send gifts to loved ones who are not close by.  Unfortunately, though, the technology that makes our shopping lives easier also makes us more vulnerable to fraudsters and attackers.  So, we put together seven tips that you should keep in mind whenever you're online, on the phone or on a mobile device.


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Wednesday, September 25, 2019

Making Your Funeral Wishes Known

Don't leave your family in the dark about your desired funeral arrangements.  Making a plan in advance can provide support for your loved ones during a difficult time.
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Wednesday, September 25, 2019

$500 Million Legacy Battle

A $500 million legacy is put on hold as family and attorneys battle over the late George S. Kaufman's estate.
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Tuesday, September 10, 2019

Estate Planning Tips - Do This, Not That!

Don't make common estate planning mistakes -- In this article, explore what it takes to create the most optimal estate plan for you and your loved ones.
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Tuesday, August 20, 2019

Are CCRCs Right For You?



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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.
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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.
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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.
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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.

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| Phone: 215-706-0200

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