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6 02, 2019

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

2019-02-07T10:04:40-05:00February 6th, 2019|

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 spouses and dependent children. This [...]

28 08, 2018

Inheritance Shouldn’t Be a Secret

2018-11-08T05:34:17-05:00August 28th, 2018|

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 families, researchers found that about [...]

20 08, 2018

Managing Your Inheritance

2018-09-06T17:55:44-04:00August 20th, 2018|

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 pay for a college education [...]

25 06, 2018

Financial Exploitation of the Elderly Takes Many Forms

2018-11-08T05:37:15-05:00June 25th, 2018|

When you think of financial elder abuse, the first thing that comes to mind is probably a caregiver siphoning off an older person’s life savings or a shady new “friend” worming his way into a lonely widow’s confidence and sweet [...]

2 06, 2018

When a Bank Won’t Accept Your New Jersey Power of Attorney

2018-11-08T05:37:54-05:00June 2nd, 2018|

When you make the investment in choosing a trusted person to manage your affairs if you become incapacitated and executing a power of attorney, you should be able to rest assured that your interests are protected. When you agree to [...]

8 02, 2018

Protect Yourself with a Financial Power of Attorney

2018-02-08T15:52:42-05:00February 8th, 2018|

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, there are risks associated with [...]

1 12, 2017

U.S. Seniors Lose Billions Each Year to Fraud and Financial Abuse

2018-02-02T22:10:32-05:00December 1st, 2017|

Estimates of the annual cost of fraud and exploitation of the elderly in the United States vary significantly. However, there is no disagreement on one key point: those losses are counted in billions of dollars. Some recent estimates have put [...]

19 11, 2017

Identity Theft Can Reach Beyond the Grave

2018-02-02T22:10:32-05:00November 19th, 2017|

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 member dies. Unfortunately, identity theft [...]

1 10, 2017

Millennial Wealth Management and Estate Planning

2018-02-02T22:10:33-05:00October 1st, 2017|

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 with their parents out of [...]