Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Elder law estate planning, Estate Planning Reasons to Revise Your Estate Plan Estate planning is not written in stone. Instead estate plans should be revised and reconsidered when various major life events … May 19, 2023 2 MIN READ
Estate Planning If You Don’t Understand the Plan You Don’t Have a Plan So many people who come in to see us do not understand the estate plan they have or do not … April 19, 2023 2 MIN READ
Estate Planning, Power of Attorney Powers of Attorney Are for Everyone What happens if you have an accident or an illness whereby you are unable to handle your legal and financial … November 11, 2022 2 MIN READ
Estate Planning, Living Trusts Avoiding Guardianship in New York For the ever-increasing number of those who become legally incapacitated later in life (i.e. unable to handle their legal and … October 13, 2022 2 MIN READ
Estate Planning, Estate Taxes The Value of Revising Your Estate Plan You should strive to review your estate plans every few years. While it might not seem like it many events … July 7, 2022 2 MIN READ
Asset Protection, Estate Planning Advice on Removing an Executor from an Estate After a person is named an executor the individual takes on the obligation to adequately and promptly complete the estate’s … July 7, 2022 2 MIN READ
Estate Planning, Estate Taxes Taking Advantage of the Estate Tax Portability Provision The estate tax exemption is slated to return to $5 million in 2026. For married individuals the exemption is considered … July 5, 2022 2 MIN READ
