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
Estate Planning Fiduciaries Cannot Transfer Real Property to Self The Supreme Court of North Dakota recently ruled on the issue of a fiduciary self-dealing when he was one of … June 29, 2015 2 MIN READ
Elder Law, Medicaid Planning Florida Rejects Medicaid Expansion The Florida House of Representatives rejected an expansion of the state’s current Medicaid system that leaves hundreds of thousands of … June 26, 2015 2 MIN READ
Estate Planning, Trusts Back to the Basics – Moving after Retirement Retirees are acutely aware of the future and they have usually spent between thirty and forty years saving up for … June 24, 2015 2 MIN READ
Elder Law CVS Investing Big in Elder Care CVS Health Corp. CEO Larry Melo recently announced that the company is investing billions into the purchase of a nursing … June 24, 2015 2 MIN READ
Estate Planning The 3-Tier System Rule of Third-Party Access Under the Revised UFADAA Since ratification of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) in 2015 the guidelines for third-party access … September 30, 2018 2 MIN READ
Newspaper Column Avoiding New York Estate Taxes The estate tax exemption for New York residents was $5.93 million in 2021 and, since it is indexed to inflation, … September 30, 2025 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Eligibility, Medicaid Planning The Role of the Stop Unfair Medicaid Recoveries Act Current federal regulations require Medicaid programs run by states to try to recoup the cost from estates of recipients who … April 18, 2022 2 MIN READ
