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
Financial Planning, Inheritance Trusts Leaving an IRA to a Trust An IRA may not be transferred to a trust without causing the whole IRA to be taxed. The “I” in … October 10, 2024 4 MIN READ
What To Do When There are Multiple Wills Written: Which Takes Precedence? Over the course of your life you go through many stages. For some people that includes moving to and from … June 20, 2016 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
