Asset Protection, Elder law estate planning HOW LONG CAN IRS COME AFTER ME? THE SUMNER REDSTONE CASE Sumner Redstone is an entertainment business mogul with a majority share ownership of CBS entertainment and Viacom and through Viacom … January 2, 2016 3 MIN READ
Asset Protection, Irrevocable Trust LONGEVITY INSURANCE – DEFERRED INCOME ANNUITY Deferred income annuities are a financial product that by definition are paid in one premium and payout after at least … December 29, 2015 2 MIN READ
Estate Planning, Living Trusts HOW REVOCABLE IS MY IRREVOCABLE TRUST IRREVOCABLE TRUSTS COSTS AND BENEFITS Trusts are valuable estate planning devices that allow for the transmission of wealth with lower … December 27, 2015 3 MIN READ
Wills INVALIDATING A WILL WHAT HAPPENS IF A WILL IS INVALIDATED? Wills are perhaps the most basic and simple form of passing on property … December 21, 2015 2 MIN READ
Caregiving, Elder Law NURSING HOME RESIDENTS’ BILL OF RIGHTS THE BASICS – FEDERAL LAW In 1965 federal law enabled the federal government to license nursing homes under two … December 14, 2015 2 MIN READ
Asset Protection, Blended Families Estate Planning INHERITING A LEASE VALUABLE ASSET A residential lease in New York City or any desirable locale can provide many benefits. Some people … December 12, 2015 2 MIN READ
Caregiving, CAMERAS IN THE NURSING HOME MANY ISSUES TO ADDRESS – PRIVACY AND LEGAL CONSIDERATIONS The issue of video cameras in nursing homes has exploded … December 11, 2015 2 MIN READ
Estate Planning Anticipated Changes in IRS Rules Regarding Family Business Valuations WHY IT MATTERS FOR ESTATE PLANNING Every year the Federal Department of Treasury publishes the greenbook which outlines the then … December 8, 2015 2 MIN READ
Financial Planning BANKRUPTCY IN THE AGE OF RETIREMENT RISING RATE OF SENIOR FILERS In 2011 a noted bankruptcy legal scholar at the University of Michigan Law School … December 5, 2015 2 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
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
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