Newspaper Column Checklist Of Elder Law Estate Planning Concerns Transfer assets to your beneficiaries with the least amount of taxes and legal fees possible; Keep assets in the bloodline … September 30, 2025 2 MIN READ
Newspaper Column Leaving Assets To Minors Generally, parents leave their assets to the children thinking that the children will then take care of their children. Occasionally, … September 30, 2025 2 MIN READ
Newspaper Column Tax Issues On Death Executors and trustees, as fiduciaries of the estate, must identify, manage and protect estate assets, pay off creditors, distribute the … September 30, 2025 2 MIN READ
Newspaper Column A Baker’s Dozen Reasons To Use A Trust Trusts can shield your assets from the high cost of home care making you eligible for home health aides through … September 30, 2025 1 MIN READ
Newspaper Column Why Some Estate Plans Fail Clients become legally disabled when their treating physician determines that they are unable to handle their legal and financial affairs. … September 30, 2025 2 MIN READ
Newspaper Column Medical Order For Life-sustaining Treatments Medical Orders for Life-Sustaining Treatment (MOLST) forms are medical directives signed by a doctor and used to convey a patient's … September 30, 2025 2 MIN READ
Newspaper Column Second Marriage Planning In second marriage planning, a co-trustee is sometimes recommended on the death of the first spouse. While both spouses are … September 30, 2025 2 MIN READ
Newspaper Column “Disclaimer Trusts” For Couples With Taxable Estates Here's how they work. Each spouse sets up their own revocable living trust. Husband and wife are co-trustees of his … September 30, 2025 2 MIN READ
Newspaper Column The State Of Estate Taxes The current exemption from New York estate taxes is 5.93 million, indexed for inflation. For example, last year it was … September 30, 2025 2 MIN READ