PROTECTING YOUR RETIREMENT PLAN FROM THE NEW DEATH TAX PART 4
by Thomas D. Begley, Jr., CELA This is the final in a series of articles on the SECURE Act. (Part 1) (Part 2) (Part 3) TRUST PLANNING UNDER THE SECURE ACT Trusts are frequently used to protect the...
View ArticleEstate Planning – Letter of Last Instructions
LETTER OF LAST INSTRUCTIONS by Thomas D. Begley, Jr., Esquire, CELA Any Estate Planning should include a Letter of Last Instructions. The letter is designed to make it easy for the Executor to...
View Article2021 COLA INCREASES FOR MEDICAID, SOCIAL SECURITY, MEDICARE, TAX AND VETERANS...
by Thomas D. Begley, Jr., Esquire, CELA There are a great many public benefit numbers and tax numbers that are adjusted on an annual basis. This article is designed to make those numbers readily...
View ArticleDIGITAL ASSETS TRACKING FORM
by Thomas D. Begley, Jr., Esquire, CELA Digital assets have become increasingly important. Part of every estate plan should include language in Wills and Powers of Attorney authorizing the Executor...
View ArticleFinancing Long-Term Care in New Jersey 2021 – Begley Report
By: Thomas D. Begley, Jr., Esquire, CELA Statistics show that approximately 70% of the population age 65 or over will require someform of long-term care. Some will be there for relatively short...
View ArticleThe Impact Of Fundraisers On Beneficiaries With Disabilities – Begley Report
by Thomas D. Begley, Jr., CELA CRISIS AND KINDNESS In times of crisis, people often show just how caring humanity can be. Major humanitarian relief efforts respond to large-scale natural and unnatural...
View ArticleUnderstanding Estate Planning – Begley Report
By Thomas D. Begley, Jr. WHAT IS ESTATE PLANNING? Estate planning is the process by which an individual defines his or her goals for passing assets to beneficiaries and chooses appropriate tools and...
View ArticleUSE OF SEPARATE LIST OR MEMORANDUM FOR THE DISPOSITION OF PERSONAL PROPERTY
by Thomas D. Begley, Jr., Esquire, CELA The New Jersey Probate law permits the use of a separate writing or memorandum to dispose of your tangible personal property. If you wish to use such a writing...
View ArticlePOD & TOD ACCOUNTS: A BLESSING OR A CURSE?
by Thomas D. Begley, Jr., Esquire, CELA What are POD and TOD Accounts? A POD accounts stands for “payable on death” and is usually used with bank accounts such as checking, savings or...
View ArticleESTATE PLANNING FOR GRANDCHILDREN
by Thomas D. Begley, Jr., CELA Goals A grandparent-grandchild relationship is a special one. Perhaps because of the differences in age, or perhaps because grandparents have already raised one child or...
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