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
Estate Planning Court Rules on Whether to Revoke Will The Supreme Court of South Dakota recently ruled on whether an estate should be probated intestate despite the existence of … July 6, 2015 2 MIN READ
Elder Law Thinking about Retiring Abroad One of the most common hopes of retiring individuals is that they can move to the beach or go someplace … July 2, 2015 2 MIN READ
Estate Planning Casey Kasem’s Daughter Fights for Guardianship Laws The daughter of the late iconic radio DJ Casey Kasem is fighting for new guardianship laws that would prevent future … July 1, 2015 2 MIN READ
Medicaid Eligibility, Medicaid Planning Spousal Refusal – Just Say No Spousal refusal is a legally valid Medicaid planning option in New York. By way of background certain income and assets … April 12, 2024 2 MIN READ
Elder Law What are the Rules for Medicaid Asset Transfer in New York? Medicaid is a terrific program designed to help older Americans pay for the cost of their prescription medication hospital care … May 12, 2017 2 MIN READ
Asset Protection, Estate Planning QUALIFIED TERMINABLE INTEREST PROPERTY TRUST QTIP TRUSTS – WHAT IS IT? In our society with divorces as common as it is many people would likely … November 30, 2015 2 MIN READ
