Estate Planning Joint Accounts are no Substitute for Quality Estate Planning – Part 1 Estate planning attorneys are frequently asked a troubling question: what’s the quickest cheapest and easiest way to just avoid probate … July 22, 2015 2 MIN READ
Elder Law Techniques for Coping with Caregiver Stress – Part 1 With an aging population more adult children are finding themselves faced with the difficult dilemma of caring for aging parents. … July 21, 2015 2 MIN READ
Estate Planning, Estate Taxes How NOT to Avoid Estate Taxes: The Scholarship that wasn’t a Scholarship Julius Schaller was a Hungarian-American immigrant was a wealthy grocery store owner who had acquired substantial assets that exceeded the … July 20, 2015 2 MIN READ
Estate Planning FINRA Issues New Alert for Estate Planning The Financial Industry Regulatory Authority (FINRA) issued a new alert regarding the transfer of brokerage accounts upon death. This report … July 17, 2015 2 MIN READ
Elder Law New LGBT Training for Elder Care Service Providers A recent study at the University of Miami found that nearly 75% of all elder care service providers reported having … July 17, 2015 2 MIN READ
Estate Planning Estate Planning for Singles Most of the estate planning tips and tricks revolve around plans for couples; however a single person’s estate plan is … July 15, 2015 2 MIN READ
Estate Planning Causes of B.B. King Estate Battle Riley B. King also known as famed blues musician B.B. King passed away on May 14 and left behind a … July 13, 2015 2 MIN READ
Estate Planning Generation X in No Hurry to Retire Recent research shows that employees still working in Generation X do not have the overwhelming desire to retire. According to … July 10, 2015 2 MIN READ
Elder Law How to Manage Your Parents’ Finances As parents age it can become harder for them to manage their own finances and accounts. Sometimes the child needs … July 10, 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
