Trust & Estate Planning

Are You Eligible for Additional Relief from the COVID-19 PA Hazard Pay Grant Program?

The state of Pennsylvania has $50 million set aside for a reimbursement-based grant available through Pennsylvania’s Department of Community & Economic Development (DCED).  The COVID-19 PA Hazard Pay Grant has an extremely short application window – JULY 16 – JULY 31, 2020. Unlike the Paycheck Protection Program grants, the funds from this grant are not…

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CARES Act Funding for Home & Community-Based Service (HCBS) Providers – What You Should Know

The Coronavirus Aid, Relief and Economic Security (CARES) Act established the Coronavirus Relief Fund (the Fund) and appropriated $150 billion to the Fund. The purpose of the Fund is to make payments for specified uses to state and certain local governments.  State governments that receive funding have flexibility when determining how to use the funds.…

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The CARES Act – Retirement Provisions & Future Planning

Breaking News!!  The IRS announced that anyone who already took a required minimum distribution for 2020 from IRA accounts now has the opportunity to roll those funds back into a retirement account.  The normal 60-day rollover period for RMDs already taken this year has been extended to August 31, 2020 to give taxpayers more time…

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Your Estate Documents Amid the COVID-19 Crisis

OK so, a couple weeks of quarantine down, you’ve caught up on all the shows/movies you’ve been wanting to see, cleaned out that junk drawer, read a book, now you’re bored – and from everything we’re hearing all or most of April will be seen from inside our homes as well. I bet you haven’t…

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Mercadien Partner Michelle Everman Participates in Panel Discussion on Planned Giving

Michelle V. Everman, CPA, PFS, CGMA, Managing Director & Co-Chair of Mercadien’s Individual Services and Family Office Group, participated with other experts in a panel discussion on the topics of Estate Planning & Planned Giving, hosted by Princeton Library for members of the community in October 2018. Ms. Everman provides tax, estate, financial and strategic planning to…

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Reasons To Consider Working With An Aging Care Management Consultant

It is estimated that in the U.S. nearly 10,000 people a day are turning age 65, and this will continue for the next 17 years.  The reason… the baby boomers have aged.   The result… the number of older aging adults will reach unprecedented heights in the next 10-20 years.  The impact… there is a significant…

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Two Mercadien CPAs Are Awarded Prestigious Credentials

Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce that two of its executives have earned significant designations in the accounting field. Mr. Digesh Patel, CPA, MBA, CGMA, PSA, a director in Mercadien’s Government Services Group, has earned the Registered Municipal Accountant (RMA) certification from the New Jersey State Board of…

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The Sandwich Generation

An early morning stop at the hospital to visit your parent and to catch the doctor on their morning rounds, a hurried arrival at work, making follow-up appointments for your parent, schedule the well visits for the kids, start work, follow-up on the medical insurance denial, add the parent teacher conference to your calendar, work,…

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Medicare Open Enrollment

Medicare Open Enrollment, also known as the Annual Enrollment Period (AEP), runs from October 15 through December 7 each year. During this time of year you can change your Part D plan or change your Medicare Advantage plan. If you have original Medicare combined with a Medicare Supplement and Part D plan (prescription drug coverage)…

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What Happened While We Watched the Election Ads?

With the election behind us, perhaps we can start thinking about other things and even focus on some events that we may have missed during the fall campaign.  On October 7, the New Jersey Legislature and Governor approved a tax deal that would raise the state gas tax and on November 8, New Jersey voters…

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