Fiduciary Advisors LLC

02/09/2016

Dan speaking for Fiduciary Advisors at a Tax Seminar at The Evergreens.

02/09/2016

Tax Seminar at The Evergreens.

12/17/2015

Estate planning seems like such a benign phase. However, when you engage in the process of planning for what happens to you and your spouse as you get older and eventually pass away, it takes a life of its own. It starts with recognizing your mortality and being motivated to put in place the documents, instructions and safeguards that are required as you enter the final phase of your life. [ 383 more words. ]

https://fiduciaryadvisors.wordpress.com/2015/12/17/estate-planning-an-act-of-love/

Estate planning seems like such a benign phase. However, when you engage in the process of planning for what happens to you and your spouse as you get older and eventually pass away, it takes a lif...

11/24/2015

In the late sixties I ended up administering the estate of an individual who had one of the most unusual businesses I have ever run across. His grandfather built a business in the late 1880s in South Jersey that built huge metal gears for very large industrial machines. By large, I mean 12 to 20 feet across, weighing tons. The manufacturing business was wiped out in the great depression but the decedent's father and then he himself made a decent living renting out the large wooden molds to make replacement parts for machines that were still in use in mainly third world countries. [ 264 more words. ]

https://fiduciaryadvisors.wordpress.com/2015/11/24/memorable-estates-vol-2

In the late sixties I ended up administering the estate of an individual who had one of the most unusual businesses I have ever run across. His grandfather built a business in the late 1880s in Sou...

11/07/2015

Memories from times gone by...

https://fiduciaryadvisors.wordpress.com/2015/11/07/memorable-estates-vol-1

We old timers we should remember Seabrook Farms frozen foods. I grew up eating their frozen vegetables back in the fifties and sixties. I began my trust and estate career when I was twenty. In my m...

10/30/2015

We are currently helping an executor who lives in the Midwest and is handling his brother's estate here in New Jersey. It has the makeup of a how-not-to plan your estate case study. The decedent's assets consist of a residence in NJ, two rental properties in NJ, six rural properties spread throughout the Midwest and a few thousand dollars in a checking account. [ 322 more words. ]

https://fiduciaryadvisors.wordpress.com/2015/10/30/poor-planning-very-poor-planning

We are currently helping an executor who lives in the Midwest and is handling his brother's estate here in New Jersey. It has the makeup of a how-not-to plan your estate case study. The decedent's ...

10/12/2015

Our firm recently completed a four week series at a local retirement facility on the subject of The Most Common Mistakes Made by People Over Sixty. In analyzing the evaluation forms filled out by the 30+ attendees, the session that they found the most valuable by an overwhelming majority was "Don't Leave a Mess Behind." For most of us over sixty we're concerned with getting rid of the stuff we have accumulated during our lifetime so our children don't have to deal with it. [ 349 more words. ]

https://fiduciaryadvisors.wordpress.com/2015/10/11/questions-that-need-answers

Our firm recently completed a four week series at a local retirement facility on the subject of The Most Common Mistakes Made by People Over Sixty. In analyzing the evaluation forms filled out by t...

10/04/2015

One of every four persons turning 65 in America today will live until at least age 95. That means in many cases children will be retiring, or reaching retirement age, while their parents are still living. My experience is that in many of these situations the children are counting on their share of Mom and/or Dad's estate as part of their retirement plan. [ 283 more words. ]

https://fiduciaryadvisors.wordpress.com/2015/10/04/when-your-money-becomes-their-money

One of every four persons turning 65 in America today will live until at least age 95. That means in many cases children will be retiring, or reaching retirement age, while their parents are still ...

09/30/2015

Spectacular spreads this month at Fiduciary Advisor sponsored events.

09/30/2015

Fourth and final seminar this month on the topic of The Most Common Financial Mistakes Made by People Over 60.

Are you interested in having Fiduciary Advisors speak on this topic or a similar topic to your group or community?

09/27/2015

Dwelling on our mortality is something we tend to avoid but it is a 100% certainty that at some point in time we are going to die. Whatever our state of affairs, especially our financial affairs, then becomes someone else's responsibility to deal with; in most cases this is a spouse, child or other relative who has been named executor of our estate. [ 248 more words. ]

https://fiduciaryadvisors.wordpress.com/2015/09/27/leaving-a-mess-behind

Dwelling on our mortality is something we tend to avoid but it is a 100% certainty that at some point in time we are going to die. Whatever our state of affairs, especially our financial affairs, t...

09/16/2015

The job of administering an estate can range from the simple to the extremely complex and it doesn't always depend on the size of the estate. The complexity of estate administration is influenced by the kind of assets held, the location of the assets, the cast of individuals involved, the areas of expertise required, the time commitment, the availability of liquid assets, the existence and type of existing debt and the instructions contained in the will. [ 353 more words. ]

https://fiduciaryadvisors.wordpress.com/2015/09/16/one-stop-help-for-all-your-estate-administration-needs

The job of administering an estate can range from the simple to the extremely complex and it doesn't always depend on the size of the estate. The complexity of estate administration is influenced b...