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Thomas & Bayes-Weiner, LLC

Protecting Deceased Loved Ones from Identity Theft

July 19, 2013 Losing a loved one is one of the most devastating emotional events that we go through in life. Unfortunately, there are individuals who will exploit such loss for their own financial gain. They target the deceased for identity theft, using personal information gleaned from obituaries and death certificates to obtain Social Security […]

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Thomas & Bayes-Weiner, LLC

Health Savings Accounts: Can I Put This In My Estate Plan?

May 10, 2013 Recently, during an estate planning session with one of my clients, I was asked the following question: if you have a health savings account, is that an asset that can go into a will or trust? The short answer is yes, with proper planning. For those of you who are unfamiliar, health […]

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Thomas & Bayes-Weiner, LLC

How To Empty A Home After The Death Of A Loved One

April 10th, 2013 The death of a loved one is one of the most emotionally devastating circumstances that we face as we go through our lives. The task of emptying that loved one’s home in the wake of their death can be an overwhelming endeavor, and often it’s difficult to know even where to begin, […]

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Thomas & Bayes-Weiner, LLC

Creating A Safety-Net For A Child With Special Needs

March 14th, 2013 It is a great privilege in our practice to work with the parents of special needs children, as it is a genuine pleasure to help protect the future care and well-being of a vulnerable child. When a child with special challenges is born, special needs asset planning is often the last issue […]

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Thomas & Bayes-Weiner, LLC

Online Banking And Social Media: Does Your Estate Plan Account For Them?

February 15th, 2013 So, you have an estate plan, you’ve had numerous conversations with your partner about his or her wishes regarding after-death plans for property and person. You’d think that would be enough, but many surviving spouses are finding there are headaches galore in untangling banking accounts and on-line bill pay, internet user names […]

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Thomas & Bayes-Weiner, LLC

Let Your Heirs Take To The Air When You Pass Along Frequent Flier Miles

February 1, 2013 Have you ever thought about what happens to your frequent flier miles after your death? Believe it or not, frequent flier miles are an estate asset, just like your house or bank accounts, and they often can be bequeathed to another person in an estate plan. Although not all airlines accept this […]

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Thomas & Bayes-Weiner, LLC

American Taxpayer Relief Act: How Is My Estate Affected?

January 16, 2013 Wondering how your estate plan might be affected by the fiscal cliff deal recently passed by Congress? Forbes magazine recently published an article that gives a great overview of how the American Taxpayer Relief Act might affect your estate after death. To learn more, see: http://www.forbes.com/sites/hanisarji/2013/01/06/more-estate-tax-changes-could-follow-fiscal-cliff-deal/?goback=%2Egde_158792_member_201545388

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Thomas & Bayes-Weiner, LLC

Good News For Seniors With Special Needs

October 27th, 2012 The Third Circuit Federal Court of Appeals recently held that Special Needs Pooled Trusts are indeed available to individuals 65 and older. The court also held that a charity which sponsors such a trust may retain 100 percent of the remainder of the trust once a beneficiary dies. This means no Medicaid […]

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