Special Needs Trust Distributions from Special Needs Trusts If you have included a special needs trust as part of your estate plan you need to know the importance … October 2, 2015 2 MIN READ
Asset Protection, Estate Planning Back to the Basics – Demystifying Probate Are you being told to avoid probate at all costs? The probate process is characterized as a long and tedious … September 27, 2015 2 MIN READ
Asset Protection, Charitable Remainder Trust Establishing a Charitable Trust as Part of Your Estate Plan Trusts can be used as a useful tool in your estate plan to accomplish a variety of goals. One example … September 25, 2015 2 MIN READ
Asset Protection Dealing with Personal Property in Your Estate Plan When you create an estate plan you face many decisions. One of those decisions will be how you should divide … September 18, 2015 3 MIN READ
Elder Law Tax Planning for Required Minimum Distributions Not all investments are created equal. You investment portfolio may include a 401(k) individual retirement account pension plan or deferred … September 16, 2015 2 MIN READ
Estate Planning Making College Savings a Part of Your Estate Plan Saving for the cost of your child’s or grandchild’s college education can be intimidating. Participating in a qualified tuition program … September 15, 2015 2 MIN READ
Estate Planning Back to the Basics – Avoiding Disputes Over Your Estate Without you around to clarify your testamentary intent those receiving property and likely those intentionally omitted from your will might … September 12, 2015 2 MIN READ
Elder Law Nursing Home Contracts: Before You Sign On the Dotted Line At some point in your life you or a loved one may need full time care in a nursing home … September 12, 2015 2 MIN READ
Estate Planning Dealing With Lost Wills Some clients may ask “what happens if we lose the original will; is the court still going to let it … September 7, 2015 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
Asset Protection, Elder law estate planning Registering your Will with a Probate Court in New York After taking the time to plan and execute a will many people wonder what to do with the actual document … November 12, 2017 2 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
