Jeremy’s No-Nonsense Guide to Probate
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] “How can I avoid probate?” is probably the most searched question online, at least when it comes to estate planning. Probate has been […]
Jeremy Reflects on One Year at Franklin Retirement Solutions
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Happy New Year to you and your loved ones! I hope 2026 is off to a strong start for you and your family.
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Jeremy Checks if Your Financial House Is in Order for 2026
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As the year winds down, December 31st has a funny way of sneaking up on people. One moment it’s Thanksgiving, the next you’re
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The Smartest Ways to Give to Charity in 2025–2026
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As we head into the holiday season, charitable giving is on the minds of many. Whether you support a favorite nonprofit, your church
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Your Long-Term Care Options, Explained by Jeremy
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I’m rounding out my first year at Franklin Retirement Solutions in a couple of months, and I couldn’t be prouder of our team
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Is The Next Generation Ready?
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] There’s a massive wealth shift happening right before our eyes. According to Fortune, roughly $124 trillion is expected to transfer from older generations
Getting Life (and Finances) in Order with Jeremy Wechsler
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I came across a piece in The Wall Street Journal recently by Jonathan Clements, longtime personal finance columnist who recently passed. Jonathan had spent a
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Jeremy Talks Long-Term Care Costs and Realities
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] This week, I’m delving into a topic that no one wants to talk about and everyone worries about: long-term care. If you went
Jeremy Discusses Estate & Death Taxes—Mid-2025 Update
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Two things in life are certain—death and taxes. Even more fun, they’re usually combined. Thankfully at the federal level, the exemption for estate
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Jeremy’s Vital Estate Planning Tip
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I will never forget a call I received when I was still practicing law full time. It was during COVID, so we are