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 […]
Getting Life (and Finances) in Order with Jeremy Wechsler Read More »
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
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
Jeremy Discusses Estate & Death Taxes—Mid-2025 Update Read More »
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
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Back when I was practicing estate planning law full time, I saw too many people fall into easily avoidable scams. The nature of
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Summer break used to feel like an eternity, but as adults, we know it flies by. Before you know it, fall will be
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As we move into the second half of 2025, Congress is fiercely debating in the One Big Beautiful Bill Act — their latest
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Most people assume that once they’ve signed a will or a trust, their estate plan is complete. In reality, a lot can slip
The Tiny Detail That Could Upend Your Estate Plan Read More »
by Jeremy A. Wechsler, Esq.Estate & Elder Planning Attorney | Investment Advisor [email protected] What is a legacy? It’s not just money or property. A legacy is everything you’ve worked hard
The Most Important Conversation You’re Probably Avoiding Read More »
By Jeremy A. Wechsler, Esq.Investment Advisor Representative Gifting is one of the most powerful (and misunderstood) tools in estate planning. Done correctly and strategically, it can reduce taxes, preserve wealth,