Category Archives: Plan for elder living

Financial Abuse of Elderly Is on Rise

Posted on April 11, 2012 by admin

Older Americans are losing $2.9 billion annually to elder financial abuse, a 12 percent increase from the $2.6 billion estimated in 2008, according to “The MetLife Study of Elder Financial Abuse: Crimes of Occasion, Desperation, and Predation Against America’s Elders.” … Continue reading →

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Medicaid Planning

Posted on November 21, 2011 by admin

Much discussion has been made about the “Sandwich Generation,” those individuals squeezed between the needs of providing for their children, while simultaneously caring for their elderly parents. Medical technology, nutrition and education have produced a generation of people living longer … Continue reading →

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Safeguard Your Original Estate-Planning Documents

Posted on October 31, 2011 by admin

When the day of execution arrives (the day you sign your estate-planning documents), I make it a practice to discuss with my clients the retention of their original wills. The original will should most certainly be kept in a safe … Continue reading →

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The Titling of Assets in New Jersey for Estate Planning

Posted on October 10, 2011 by admin

New clients frequently reveal that many, if not all, of their assets are titled in such a way that they are not held in that person’s name alone. Titling assets this way results in assets passing by “operation of law” … Continue reading →

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