It goes without saying that end-of-life estate planning isn’t exactly fun. But while the topic may seem morose, depressing and maybe even a little scary, it’s also a critical aspect of managing your assets and protecting your family, which is why it’s surprising that 2 out of 3 Americans are unprepared for the inevitable, according…

I have had many unique estate planning clients over the years and one of the most important things I’ve learned is that you need to be a really good listener and take the extra time to understand their perspective and what makes them tick.

Budgeting and planning for your final arrangements and funeral service are probably the last thing you want to think about. They’re also the last major decisions of your life story….and there is no need to fear preparing for what is just part of the circle of life. Here at the Beth El Mausoleum in Boca Raton, Florida, we…

Proposed Sweeping Changes To The Estate and Gift Tax Lawsby Mark A. Schaum, Esquire, CPA Over the years, I’ve heard this sentiment expressed with respect to fashion trends. Never have I heard it expressed with respect to tax laws, but it seems that as it relates to the tax bills introduced into the Senate on…

By Samantha Schaum, J.D. The spread of coronavirus (COVID-19) has raised new healthcare concerns that did not previously exist. As of November 16, 2020, the United States has recorded more than 11 million new cases of the virus, and outbreaks continue to rise throughout the country. In addition to drafting a Living Will, some people…

The Setting Every Community Up for Retirement Enhancement (SECURE) Act recently took effect on January 1, 2020. The purpose of this legislation is to improve America’s retirement system by creating more options to save for retirement and to make it easier for businesses to offer retirement plans to their employees. This legislation was spurred by…

By: Samantha Schaum What is Elder Fraud? Elder Fraud is the exploitation, abuse or misappropriation of an elder’s finances by a person in a position of trust. This type of fraud specifically targets senior citizens: people 60 years old or older. The defrauder can be someone the elder knows, such as a family member or…

I’m My Own Grandpaw Many, many years ago When I was twenty-three I was married to a widow Who was pretty as could be This widow had a grown-up daughter Who had hair of red My father fell in love with her And soon they too were wed Chorus I’m my own grandpaw I’m my…