How the Republican Tax Bill Might Affect Seniors
With the Republican Congress and President Trump determined to push thru their tax bill at warp speed, there has been much discussion about how it will provide a big tax cut for corporations and the wealthy and super wealthy while it could hurt the poor and middle class who
ABLE vs. SNT (Part 2)
Last week I was telling you about a call I received about the benefits of an Achieving a Better Life Experience (ABLE) account vs. a special needs trust (SNT). Joan called about her sister Mary, who is receiving an inheritance from their uncle’s estate. Mary is in
ABLE vs. SNT (Part 1)
I received a call from Joan. She told me that her sister Mary is named as an heir to part of their uncle’s estate. Mary is disabled and living in a group home. Joan was concerned that the inheritance Mary would receive of approximately $200,000 would jeopardize
Found Money (Part 2)
Last week I was explaining what happens to abandoned or unclaimed property. New Jersey has in its possession more than $1 billion of property that people have abandoned, usually because they have forgotten about the accounts. Nationwide, there is well over $50 billion in unclaimed funds. Financial