Asset Protection, Estate Planning, Wills Recognizing the Dangers Associated with Designated Beneficiaries and Transfer on Death Accounts Transfer on death accounts pass on assets to an appointed beneficiary when the account holder passes away. When you establish … July 26, 2021 2 MIN READ
Beneficiary Designation, Estate Administration, Estate Planning Recognizing the Challenge with Naming Minors as Beneficiaries Understandably many clients want to appoint children or grandchildren to receive their assets. Appointing a minor beneficiary directly to an … July 21, 2021 2 MIN READ
Estate Planning, Wills Utilizing Private Placement Life Insurance in Estate Planning As we proceed into 2021 and emerge from the COVID-19 pandemic many fundamental aspects of daily living have been challenged. … July 6, 2021 2 MIN READ
Estate Administration, Estate Planning After the Covid-19 Pandemic: Making Sure You Have the Critical Estate Planning Documents With the increasing availability of the COVID-19 vaccine and the rate of COVID deaths dropping in New York it’s a … July 2, 2021 2 MIN READ
Asset Protection, Estate Planning Some of the Most Notable Estate Planning Myths Data shows that a troublingly large number of Americans do not have estate plans. Besides the challenge presented by not … June 25, 2021 2 MIN READ
Estate Administration, Estate Planning, Health Issues For Older Adults Appreciating the Medicare Five-Star Nursing Home Rating System One of the most important elder law decisions is picking the best nursing home. While this decision is often financially … June 21, 2021 2 MIN READ
Estate Planning Readying Your Retirement Plan for Pending Tax Changes Following the passage of President Biden’s COVID-19 relief bill the administration began to focus on what tax changes to implement … June 11, 2021 2 MIN READ
Estate Planning Six Pet Considerations for Estate Planning The Covid-19 pandemic has led to a larger than usual number of people adopting pets. After all stay-at-home orders reduced … June 8, 2021 0 MIN READ
Estate Planning What Makes Estate Planning Critical Many people associate estate planning with the extremely wealthy but in reality most people benefit from creating a strategy for … June 8, 2021 2 MIN READ
