Asset Protection, Wills Understanding Health Savings Accounts GOOD FOR CERTAIN SUBSET OF POPULATION A health savings account is another way to save your money tax free for … February 22, 2016 2 MIN READ
Asset Protection, Elder Law GERIATRIC CARE MANAGER DISTANCE AND PROFESSIONALISM The New York Times ran an article on December 23 2015 discussing the distance that the average … February 18, 2016 2 MIN READ
Asset Protection, Estate Planning INHERITING A ROTH IRA ACCOUNT ROTH IRA ACCOUNTS ARE FUNDAMENTALLY DIFFERENT This blog explored the topic of inheriting an individual retirement account (IRA) in a … February 17, 2016 3 MIN READ
Asset Protection, Estate Planning BACK TO THE BASICS – INHERITING AN IRA STILL TAXABLE Death and taxes the old saying goes are the only two things in life that are guaranteed. Taxes … February 15, 2016 2 MIN READ
Asset Protection, Estate Planning How to Wrap Up the Affairs of a Special Needs Trust? TRUST SETTLOR GIVES UP CONTROL When a settlor creates a trust he/she passes title of the property or asset to … February 13, 2016 3 MIN READ
Asset Protection, Estate Planning Understanding Celebrity Bonds DAVID BOWIE BONDS As the world learned David Bowie passed away on January 10 2016. Mr. Bowie was always … February 11, 2016 3 MIN READ
Caregiving, Elder Law Adult Guardianships Restoring Rights GUARDIANSHIP CAN BE VACATED As this blog has discussed in some detail in the past Adult Guardianship is a complicated … February 9, 2016 2 MIN READ
Asset Protection, Estate Planning FEDERAL COURT EXCEPTION TO PROBATE JURISDICTION FEDERAL COURTS ARE COURTS OF LIMITED JURISDICTION There is little question that Federal Courts are courts of limited jurisdiction. If there … February 6, 2016 2 MIN READ
Asset Protection, Elder Law FEDERAL TAX EXEMPTION FOR ELDERLY DEPENDENTS EVERY LITTLE BIT COUNTS For those of among us who care for elderly parents or relatives you do it without … February 3, 2016 2 MIN READ
Caregiving Trust Settlement & Disbursement after Beneficiary Death Upon the happening of an event described in a trust whether it is a term being met a beneficiary reaching … November 2, 2016 2 MIN READ
New York Elder Law New York Rules to the Private Foundation as “Trust” In New York the admirable and highly instrumental private foundation is well-recognized means to venerable ends. Indeed in 2017 the … June 11, 2018 2 MIN READ
Estate Planning Back to Basics: No Contest Clause in New York Wills One of the many goals of estate planning is to limit the amount of fighting that will occur once a … June 10, 2016 2 MIN READ
