By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] The term “tax bomb” is not new, and it’s often used to describe what some retirees can face if they don’t plan properly. […]
Jeremy’s Warning: The Hidden Tax Bomb Waiting for the Next Generation Read More »
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Are we done with freeze warnings and winter yet? Between that and allergy season, I think we are all ready for the weather
Spring Cleaning with Jeremy: Estate Planning Edition Read More »
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
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
Jeremy Checks if Your Financial House Is in Order for 2026 Read More »
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] As we move into the second half of 2025, Congress is fiercely debating in the One Big Beautiful Bill Act — their latest