AVOIDING MEDICAID PENALTY PERIOD FOR A HOUSE TRANSFER
Under the laws of most states, when you transfer your house to a child or…
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Estate Planning
GUIDANCE ON GENEROUS GIFTING
Grandparents are regularly generous with grandchildren, sometimes giving significant amounts of money. Often they want…
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KIMBERLIE FIERO TO PRESENT AT A SEMINAR ON ESTATE PLANNING, LIFE INSURANCE AND LONG-TERM CARE
On Tuesday, December 3, Kimberlie A. Fiero will present a program at the Wall Township…
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Might Co-Living be a Housing Solution for Isolated, Older Americans?
Older Americans have been living with others for as long as there have been older…
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Finding someone’s date of death
Imagine your grandfather left a portion of his estate to his sister, but Great Aunt…
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Charitable giving under the new tax law
The new tax law makes it harder to claim a tax deduction for charitable contributions.…
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Plan to protect kids with special needs
Raising a child with special needs can be a rich experience. It’s also a costly…
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Prenups as an estate planning tool
As more and more people marry more than once, prenuptial agreements have become an important…
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Estate planning for taxpayers without kids
If you’re single with no kids, or married without kids, you have some unique estate…
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Use caution when creating an IRA inheritance trust
When you hold an IRA, those funds can be distributed to the person you name…
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Moved out of state? Check your estate plan
There’s a lot to do when you move to a new state. In midst of…
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Estate planning critical for non-traditional couples
Generally speaking, estate planning laws were designed for the traditional nuclear family, a married couple…
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