1504, 2024

Elder Financial Abuse: How an Elder Law Attorney Can Help

Elder financial abuse is a significant issue affecting many older adults nationwide. It involves someone exploiting or misusing an older person’s finances or assets for personal gain. Often, the perpetrator is in a position of [...]

602, 2019

Big Changes to the Veterans Pension: What You Need to Know

On October 18, 2018, the Department of Veterans Affairs (VA) instituted a number of important rule changes affecting a service member’s eligibility for the Veterans Pension, a needs-based benefit for certain wartime veterans, their surviving [...]

2808, 2018

Inheritance Shouldn’t Be a Secret

Family wealth and inheritance can have a significant impact on the younger generation’s options and standard of living. But, contrary to popular belief, that impact isn’t always positive. In one 25-year study of thousands of [...]

2008, 2018

Managing Your Inheritance

Receiving a significant inheritance can be life-altering. For those just starting out or just making ends meet, an inheritance may mean the ability to establish a retirement account or purchase a home. Inherited money can [...]

802, 2018

Protect Yourself with a Financial Power of Attorney

It may not be immediately obvious how giving another person the potential to control your bank accounts and financial transactions will protect you. Granting someone else financial power of attorney may feel risky. In fact, [...]

1911, 2017

Identity Theft Can Reach Beyond the Grave

When you lose a loved one, identity theft is probably the furthest thing from your mind. Clearly, it’s not an issue that you want to or should have to concern yourself with when a family [...]

110, 2017

Millennial Wealth Management and Estate Planning

The popular press has a lot to say about Millennials—a loosely defined classification including those who are currently in their late teens to late thirties—and their money. We read that they’re broke, that they’re living [...]

2609, 2017

How Does an IRA Fit Into Your Estate Plan?

When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The answer depends on how you go about creating your estate plan and selecting beneficiaries, [...]

1208, 2017

The Role of Life Insurance in Estate Planning

Many people think of life insurance as nothing more than a means to ensure that dependents are provided for. While that is obviously a key benefit of a good life insurance policy, there are other [...]

908, 2017

Don’t Overlook Liquidity in Estate Planning

The purpose of an estate plan is to protect your family, loved ones, business partners and others who will be impacted by your death. Most people think in terms of the big issues, such as [...]

1705, 2017

Protecting New Jersey’s Elderly from Financial Predators

We all want our parents’ and other loved ones’ golden years to be peaceful and worry free. Unfortunately, many older people share characteristics that make them especially attractive to predators. For example, the elderly [...]

901, 2017

Joint Accounts & Elder Abuse

At first glance, it may appear that opening a joint account with an elderly loved one is a great way to avoid probate or help that loved one manage his or her affairs. While joint [...]

1612, 2016

How to Pass Your Home to Your Children Tax-Free

Giving your house to your children can have tax consequences, but there are ways to accomplish it tax-free. The best method to use will depend on your individual circumstances and needs.  Leave the house in [...]

2107, 2016

How Will Brexit Impact Your Financial Planning?

Market volatility is a constant in our modern world. But so-called Black Swan events sometimes take the concept of volatility to the next level. On June 23, voters in the U.K. passed a referendum supporting [...]

1112, 2015

How to Make Your Inheritance Last

A 2012 study by Ohio State researcher Jay Zagorsky found that about one-third of Americans who receive an inheritance have negative savings within two years of getting their money, and of those who receive $100,000 [...]

107, 2015

5 Most Expensive States for Retirees in 2015

While there are many factors to consider when choosing the place where you will retire, the ones that will impact your wallet may be the most important. Why? Because having a low crime rate and [...]