Asset Protection, Estate Planning IRS Art Advisory Panel GOVERNMENT HAS BEST AT HAND – FOR FREE Whenever a taxpayer submits tax documents that deal with a work of … March 14, 2016 2 MIN READ
Elder Law, Elder law estate planning LONG TERM CARE THROUGH LIFE INSURANCE POLICY CONVERSION OF LIFE INSURANCE DURING LIFE OF COVERED INDIVIDUAL As this blog discussed in the past long term planning insurance … March 10, 2016 2 MIN READ
Estate Planning, Inheritance Trusts, Living Trusts Trust Modification in New York THE PROBLEM AND THE LAWS RESPONSE Sometimes when a person creates a trust they do not know all of the … March 9, 2016 2 MIN READ
Elder Law, Elder law estate planning, Financial Planning Toolkit to Help Prevent Seniors from Falling SIMPLE GUIDELINES EASY TO UNDERSTAND AND FOLLOW The Center for Disease Control (CDC) released guidelines to help prevent and mitigate … March 8, 2016 2 MIN READ
Asset Protection, Estate Planning, Probate Wrongful Death Lawsuit as Part of Probate Estate PROBATE IS UNAVOIDABLE It is a fact of life that we can never plan for the worse case scenario and … March 7, 2016 2 MIN READ
Asset Protection, Elder Law OPERATION COCOON: FEDERAL EFFORT TO CURB UNWITTING SENIORS FROM ACTING AS DRUG MULES On February 10 2016 the United States Immigration and Customs Enforcement (‘ICE’) announced in a policy document that appears to … March 4, 2016 2 MIN READ
Asset Protection WHAT HAPPENS IF MY HEIRS OR BENEFICIARIES PASS AWAY AT THE SAME TIME AS ME? MODERN PROBLEM WITH ANCIENT ROOTS New York is one of approximately 19 states along with the District of Columbia and … March 4, 2016 2 MIN READ
Estate Planning, Wills What Happens in My Heir Passes Away Before Me? NEW YORK ANTI-LAPSE STATUTE This blog previously discussed what happens if an heir passes away simultaneous with a testator and … March 2, 2016 3 MIN READ
Asset Protection, Estate Planning INHERITANCE RIGHTS OF ADOPTIVE CHILDREN NOT CUT OFF FROM BIOLOGICAL PARENTS IN EVERY CASE It is not unheard of for adoptive children to seek out … February 29, 2016 3 MIN READ
Estate Planning Court Rules Payable-on-Death Accounts Not Part of Estate A Florida Court of Appeals sorted through a complicated question of bank accounts and estates in a case at the … March 30, 2015 2 MIN READ
Estate Planning The Risks of a Prepaid Funeral The usual story regarding issues with prepaid funerals is similar to this – one person purchases a prepaid funeral plan … June 17, 2014 2 MIN READ
Asset Protection, Business Succession, Business Ownership and Estate Planning: Recapitalization The estate planning process can be complex and confusing which is one of the reasons it is a good idea … April 15, 2017 2 MIN READ
