estate planning Tag

I just came across a great article in the Journal of Family Practice (January 2015) by Marisa Mendola PhD and Barry D. Weiss, MD, called “Addressing Alzheimers: A pragmatic approach.”       JFP_06401_Article1   The article is, of course, addressed to physicians who may be noticing signs of cognitive impairment in their patients or who have been alerted that “there seems to be...

You’re 55 to 70 and your kids are all over 21 and starting to find their way in the world. It’s been 20 years since you last made an estate plan, and that may have only been a Will. Sounds familiar? I see these situations all the time. There can be loads of issues for baby boomers  to think about as you bring your estate plan in sync with your real life circumstances: (1) NJ...

When it comes to designing an estate plan there is no “one size fits all” because each family is unique. You may have a young adult child with profound disabilities who will never be self sufficient and will require extensive support. Or you may have a child who is developing a certain degree of independence with work activity or ability to live outside your home despite their...

Yesterday, the Secretary of the US Department of Housing and Urban Development (HUD) announced a new policy designed to help reverse mortgage borrowers who are behind on their real estate taxes. http://portal.hud.gov/hudportal/HUD?src=/press/press_releases_media_advisories/2011/HUDNo.11-001 With a conventional mortgage, your monthly mortgage payment typically includes an amount which the...