Asset Protection, Estate Taxes, Living Trusts DYNASTY TRUST REEXAMINED VERY SIMPLE CONCEPT This blog examined the dynasty trust in the past but it is time to reexamine certain aspects … May 21, 2016 2 MIN READ
Elder Law NON-PROFIT REPRESENTATIVE PAYEES FOR DISABLED GROWING NEED More ten million elderly Americans rely exclusively on their Social Security pension as their sole means of support. … May 19, 2016 2 MIN READ
Caregiving Alzheimer’s Association Releases 2016 Report STAGGERING FIGURES The Alzheimer’s Association recently released its 2016 Alzheimer’s facts and figures report earlier this month with a long … May 17, 2016 2 MIN READ
Estate Planning, Wills American Bankers Association – Safe Banking For Seniors LARGE NEED TO REDUCE AND PREVENT FINANCIAL EXPLOITATION The American Bankers Association is looking to serve a large market … May 16, 2016 2 MIN READ
Estate Administration, Estate Planning, Wills DIGITAL ACCOUNTS AND PLANNING COMMON PROBLEM There is much talk lately of how to deal with email facebook twitter accounts et cetera of people … May 13, 2016 2 MIN READ
Estate Planning Another Celebrity Passes Without A Will PRINCE APPARENTLY DID NOT HAVE A WILL The world learned recently that Prince joined the long list of celebrities who … May 11, 2016 2 MIN READ
Medicaid Applications, Medicaid Eligibility, Medicaid Planning MEDICAID TRANSFER AFTER ADMISSION TO A RETIREMENT COMMUNITY THOROUGH PLANNING NEEDED IN ADVANCE This blog has discussed the necessity of proper and thorough planning to ensure a smooth … May 10, 2016 2 MIN READ
Estate Planning, Wills NEW YORK’S INTESTACY LAWS As was outlined in the most recent blog posting if you compare the costs and benefits of creating a will … May 9, 2016 2 MIN READ
Estate Planning, Estate Taxes NEW IRS FORM TO REPORT BASIS FURTHER CHANGES MAY BE NEEDED When a person receives an asset via the probate process the transaction must be reported … May 7, 2016 2 MIN READ
Elder law estate planning, Financial Planning What are the Tax Rules of Gifts to Grandchildren? All grandparents want the best for their children and grandchildren and many take the initiative to set aside part of … June 20, 2017 2 MIN READ
Elder Law, How Much Does an Estate to Go Through Probate? Planning your estate and having a last will and testament is important to ensuring your final wishes are carried out … September 12, 2017 2 MIN READ
Asset Protection, Elder Law How Does the Death of a Spouse Affect Medicaid Eligbility NEED FOR UPDATED ESTATE PLANNING WHEN ONE SPOUSE GOES INTO NURSING HOME When one spouse goes into a nursing home … April 14, 2016 2 MIN READ
