2018 Articles
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It’s Not Too Late to Make a Tax Plan
- Gina M. Barry • December 1, 2018
- The holiday season has begun. As you sit down for your holiday dinner, remember that soon Uncle Sam will be visiting you to enjoy his share of your bounty. Despite the hustle and bustle of the holidays, the savvy taxpayer will make room in their overstuffed holiday …
Your Estate: Do You Need A Trust?
- Gina M. Barry • November 1, 2018
- Many people believe that it is best to establish a revocable trust, also known as a living trust, in order to simplify their estate upon their passing. Although trusts can be extremely useful when used appropriately, establishing and funding a trust can be an …
Digital Assets and Your Estate Plan
- Gina M. Barry • October 1, 2018
- Our computers have become one of the most popular ways to store personal information, keep in touch with family members and friends, share photographs, access financial accounts, and even pay bills. E-mail records, social-media accounts, such as …
When Your Child is Also Your Caregiver
- Gina M. Barry • September 1, 2018
- It is very common for a child to provide care to an aging parent in order to allow the parent to continue to live at home. A child is most commonly the caregiver because the parent will not agree to hire professionals to assist with the activities of their daily life …
Helping the Grandkids with College Costs
- Gina M. Barry • August 1, 2018
- As a grandparent, it is likely that you take great pride in the success of your grandchildren. While a college degree can play a large part in that success, the cost of college has continued to increase and can be prohibitive for many. It is becoming more …
Put Estate Planning on Your Travel Checklist
- Gina M. Barry • July 1, 2018
- Summer is here, and many are heading off for a fun, restful vacation. Perhaps you will head to the shore to enjoy the weather or you will visit family or friends. When planning to travel, it is common to experience nervousness. What would happen if you did not …
Caregiver Stress—the Next Epidemic?
- Gina M. Barry • June 1, 2018
- “I’m so stressed out!” Certainly, all of us have made this proclamation. Take a moment now to think of how you felt at that time, and you will get a glimpse into the daily lives of our nation’s family caregivers. A caregiver is anyone who helps another person in need …
Giving Them the Business? Make a Plan.
- Gina M. Barry • May 1, 2018
- Unfortunately, most business owners fail to plan for the continued operation of their business should they become incapacitated or die. Only 30% of family-run companies today succeed into the second generation, and only 15% percent survive into the third …
Special Needs Require Special Planning
- Gina M. Barry • April 1, 2018
- Many people in the United States are currently considered disabled as defined by Social Security. Their disability may entitle them to receive various benefits that are provided by the federal and state government. Some of these benefits, such as Medicaid …
Caring long distance—a practical checklist
- Gina M. Barry • March 1, 2018
- Many elders live independently and fiercely guard their independence. When additional care becomes necessary to stay healthy and safe, most prefer to stay in their home instead of moving to a retirement community, assisted living facility or even a nursing …
For the love of your partner, plan now 2018
- Gina M. Barry • February 1, 2018
- Presently, many committed couples are choosing not to get married, especially if they have been divorced or widowed in the past. Although these couples are not married, they present themselves as a married couple. They live together, and they share their assets and debts. While this arrangement may allow the happy couple to live in bliss while each …
Resolve to review your estate plan
- Gina M. Barry • January 1, 2018
- Happy New Year! It’s time to make your New Year’s resolutions. Most resolutions are so cumbersome, they are impossible to keep. A simple resolution to make and keep is to review your estate plan. Reviewing your estate plan ensures that your plan remains current and consistent with your wishes…..