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This past October, RegentAtlantic hosted clients and friends at our Morristown office for an educational panel presentation entitled “You and Your Aging Parents.” Our panelists included Michael Thompson, an estate and elder law attorney with…
Last fall, the state of New Jersey made a momentous step when it announced the phase-out of its state estate tax. This two-step phase-out started with an increased estate tax exemption to $2,000,000 per person…
As Baby Boomers continue to retire, questions about the costs associated with long-term care continue to concern them. Questions we commonly hear include: Exactly how will I pay for long-term care if my spouse or…
There is no doubt that language in the senior housing world can be confusing. It is often difficult to differentiate between “assisted living,” “skilled nursing,” “independent living,” “continuing care,” “age-restricted” and the myriad of other…
One thing I love about kids is their directness. They call things as they see them, rather than using jargon or seeing them through a complicated adult lens. Example: When my daughter Kaitlin was two…
As a Wealth Advisor, I work regularly with clients who have a great interest in making donations to charity. Although they could easily write checks to their favorite nonprofits, I usually suggest my clients look…
You’ve spent decades of sweat equity building your family business from scratch into a thriving, profitable entity. Your eventual plan is to hand over the “keys” to your child or other younger family member. For…
The year 2004 marked the beginning of a rough financial period for New Jersey-based nonprofit organizations. That’s the year the Garden State enacted the so-called “Millionaire’s Tax”—jettisoning residents earning more than $500,000 per year into…
Benjamin Franklin is often credited for the well-known phrase “…in this world nothing can be said to be certain, except death and taxes.” If Franklin lived in New Jersey today, he’d undoubtedly stand by that…
During the holidays, Bob wanted to make a generous $5,000 gift to his favorite charity. After paying for holiday gifts for family and friends, Bob had $10,000 left in his checking account. He had also…