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What if a Hostile Family Member Wants to Become Your Guardian?

Family conflict can become exacerbated when a parent ages.  Children who have disagreed or fought with their parents now threaten to take control of their assets.  Sometimes the parent knows that if one child gets this power they will not act in the parent’s best interest.  How can you protect yourself? The most important step…

Singles Need to Plan Differently for Retirement

When you live alone, you need to plan for retirement differently than someone who is married or has a life-partner.  Those with a partner can, in most instances, rely on their partner to help out with expenses and be a caregiver, if they should become ill.  However, when you are single, especially if you do…

When It Comes to Veteran’s Benefits DIY Doesn’t Work

As you might expect, there are several benefits available to assist wounded or disabled Veterans. But unbeknownst to many, there are also pension benefits that exist for men and women who served and were not injured. Lack of knowledge leads veterans to miss out on the important assistance they have earned. However, it is essential to…

Social Security Slips to Avoid

You worked hard to earn your Social Security benefits, so make sure you get the most you can.  The system is complex, so it’s not surprising that some people make mistakes.  Some mistakes that people make with Social Security are more serious than others.   Here are a few valuable tips, as reported in the article “Don’t…

Larger Than Life: Celebrity Estate Planning Mistakes

Outdated documents, beneficiary designations and other estate planning mistakes can keep your heirs tied up in court for years, with your estate consumed by taxes, penalties and legal fees. This is not to mention the frustrating scenario of people you didn’t want to receive your assets, ever, getting the lion’s share of your estate. That,…

Getting Ready to Fly South? Estate Planning and Snowbirds

This is the time of year when people who head south to avoid New Jersey winters start making their plans. Most snowbirds do not include legal reviews on their to-do list, but they should at least once.It is important to make sure what state is your legal residency. Some factors used to determine residency include…

Judge Rules that Glen Campbell’s Kids Can Contest his Will

When Glen Campbell passed away, he intentionally left three of his children from his second marriage out of his wills. These children have just won a court decision allowing them to proceed with a challenge, reports Wealth Management.com in the article “Glen Campbell’s Kids Come After the Rhinestone Cowboy’s Estate.” The two wills at the…

Veterans: Do Not Miss This Important Opportunity to Protect Assets

The Veterans Administration has issued new rules which drastically change the eligibility rules for the Veterans special medical pension commonly known as Aid & Attendance benefits.  This pension provides income of approximately $2100 for a veteran with limited assets who needs assistance with his or her basic activities of daily living. The agency will now…

Prepare to Live a Long Life and Enjoy Every Bit of It!

We are all living longer-which is terrific news. Longevity has some huge advantages–a second career, seeing grandchildren grow up, opportunities to enjoy precious time with family and friends.  A non-smoking 65-year-old woman has a 50% chance of living until she’s 88—and her male counterpart could easily live to 85. As outlined in a recent Kiplinger…

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