A few weeks ago, we received word about what appears to be an official and important bill that was being sent out to residents and homeowners. It was a notice that said they were required to have a copy of their deed and a request for payment to receive a copy of...
By Philip J. Kavesh At the time that my Dad passed away suddenly from a heart attack, about eleven years ago, my parents had already moved their long-time residency from South Jersey to South Florida. They enjoyed a small condo near Miami Beach that overlooked a...
With the coronavirus pandemic responsible for more than a hundred thousand deaths and disrupting life across the United States, the only way for the country to return to normal is an effective vaccine. When a vaccine is available, Medicare will cover the cost....
If you (or your parents) have an IRA, read on. Planning Opportunity #1: If You Already Took Some Required Minimum Distributions in 2020, You Can Avoid Income Taxes By Acting Right Away If you reached age 70 ½ in 2019 or earlier, the rule has been you must withdraw...
When most people think of estate planning, they often think it’s something that should be done when you’re a little bit older - - when you’ve got a house, you’re married with a family, and as you age and need to begin thinking about the “what ifs” of life. Or perhaps...
Families with children that have special needs must exercise extra care when it come to setting up an estate plan. There are a number of unique planning considerations that must be taken. This is true regardless of whether their special needs child is still a minor...
The government may be trying to get their hands into your and your loved ones’ pockets again - - and in a VERY BIG way! I’m not going to predict which political party will win the November election and control the Presidency, Senate, and House. But I do need to let...
7 ways to strengthen the grandparent-grandchild bond while sheltering in place
Nothing is “normal” these days. While we don’t yet know how bad COVID-19 will ultimately be, we do know that people over 60 are at particular risk for complications, should they become ill. That has many grandparents sheltering in place and unable to be physically with their grandchildren.
Did you know that June 15th is World Elder Abuse Awareness Day? World Elder Abuse Awareness Day (WEAAD) was launched back in 2006 by the International Network for the Prevention of Elder Abuse and the World Health Organization (WHO) at the United Nations. The...
Statistics tell us that, at some point during your lifetime, there is a greater than 50% chance that you (or your spouse) will become disabled or otherwise unable to handle your own affairs. That’s when the Successor Trustee under your Living Trust (your spouse,...
