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Division Of Assets – Collections And Estate Planning

Division of Assets – Collections and Estate Planning

Whether you collect first-edition books or sports memorabilia, you’ve likely put significant time, effort, and money into the items you’ve accumulated over time. Regardless of what they’re worth, it’s not unusual for you to want the items go to someone…

Real Estate Investing In A Post-COVID-19 World

Real Estate Investing in a Post-COVID-19 World

The COVID-19 pandemic has had a significant impact on all facets of life.  Social distancing guidelines and travel bans have accelerated the trend towards online shopping. Working from home is now the norm for those fortunate enough to be able to…

Understanding New Jersey Millionaire’s Tax

Understanding New Jersey Millionaire’s Tax

The long-rumored Millionaire’s Tax in New Jersey is now law.  After many tries the tax was approved effective January 1, 2020 via a vote in New Jersey’s legislature in late September.  It’s estimated that the tax will impact approximately 16,000…

Medicare’s Annual Election Period

Medicare’s Annual Election Period

The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for current participants in Medicare to…

Making The Most Of Your Financial Aid

Making the Most of your Financial Aid

October 1st marks the start date for filing the Free Application for Federal Student Aid (FAFSA) for the 2021-2022 school year. A year of uncertainty has resulted in decreased enrollment, less on-campus housing, and dramatically decreased revenue from sports programs.…

How Your Collections And Collectibles Affect Your Estate Plan

How Your Collections and Collectibles Affect Your Estate Plan

Every year since his son, Matthew, was born, Pete Robinson would buy a bottle of fine scotch as a little celebration. The New York Post reported that Matthew inherited 18 consecutive years of Macallan whiskey—a “vertical” as it’s called in…

Will The U.S. Presidential Election Impact Your Financial Plan?

Will the U.S. Presidential election impact your financial plan?

If there’s one constant in investing, it’s this: markets don’t like uncertainty. And the political noise around the upcoming U.S. Presidential election can make matters seem more volatile and uncertain than they really are. Each side predicts doom and gloom…

Required Minimum Distributions (RMD) Holiday In 2020

Required Minimum Distributions (RMD) Holiday in 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) for this year.  This RMD holiday for 2020 is very unique and the lack of a…

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