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
Estate Planning Estate Planning Tips Before and After a Loved One’s Death Pt. 2 The first part of this article dealt with tips to keep in mind when helping an aging loved one with … March 27, 2015 2 MIN READ
Elder Law Surgery Standard Scrutinized for Elderly Patients At the American Academy of Hospice and Palliative Medicine conference earlier this month Dr. Perla Macip spoke at a talk … March 26, 2015 2 MIN READ
Estate Planning Estate Planning Tips Before and After a Loved One’s Death Pt. 1 Estate planning lawyers agree that there has been a fundamental shift in their clients’ estate planning concerns over the last … March 25, 2015 2 MIN READ
Estate Planning Issues to Consider with IRAs An IRA either in its traditional form or as a Roth gives you the opportunity to reduce your taxes and … March 20, 2015 2 MIN READ
Elder Law Medical Identity Theft Increases as More Health Data Goes Digital Last year medical identity theft increased 22% as more U.S. patient health data becomes electronic. While it is easier for … March 19, 2015 2 MIN READ
Estate Planning How to Reduce Taxes and Pass On Values Many people who are planning their estate are told by advisors to give annual gifts to children and grandchildren up … March 18, 2015 2 MIN READ
Elder Law Long-Term Care Insurance Sees Increases in Price According to the Long Term Care Consumer Price Index the overall costs for long-term care insurance coverage increased 8.6% compared … March 17, 2015 2 MIN READ
Estate Planning Court Rules on Inter Vivos Gift The Eighth Circuit U.S. Court of Appeals recently ruled on a case where an estate claimed that the decedent made … March 16, 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
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
Newspaper Column Tax Issues On Death Executors and trustees, as fiduciaries of the estate, must identify, manage and protect estate assets, pay off creditors, distribute the … September 30, 2025 2 MIN READ
