Death Taxes, Estate Planning Navigating Challenges Associated with Death Taxes Since 2021 many conversations have been had about the Build Back Better Act which saw several substantial tax increases. … May 5, 2022 3 MIN READ
Asset Protection, Estate Planning Advice on Reviewing Family Legacy Plans Passing assets through generations can be a nuanced process. Assets are routinely an emotionally difficult issue and a loved one’s … May 5, 2022 2 MIN READ
Estate Planning, Trusts Advice on Succession Planning in 2022 The stock market over the last ten years has increased the valuation of many retirement accounts. Consequently many people interested … May 5, 2022 2 MIN READ
Caregiving, Elder Law Biden Regulations Do Not Qualify Families As Essential Caregivers When the Biden administration proposed new nursing home regulations recently some people were content while others were confused. The regulation … May 5, 2022 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
Caregiving, Elder Law Instability in Nursing Home Staffing Impacts Resident Quality of Care Nursing home staffing levels frequently decreased on weekends. In 2018 the Center for Medicare and Medicaid Services distinguished facilities with … April 18, 2022 2 MIN READ
Estate Planning, Estate Taxes What to Know About New York’s Estate Tax Cliff New York’s estate tax cliff can lead to heirs in the state paying estate tax at a rate that surpasses … April 18, 2022 2 MIN READ
Estate Planning, Living Trusts, Trusts What You Need to Know about Living Trusts If you’re creating a plan for what will happen to your estate after you pass away or become incapacitated you’ve … April 18, 2022 2 MIN READ
Estate Administration, Estate Planning, Estate Taxes, Irrevocable Life Insurance Trust A Quick Guide to Reverse Estate Planning Estate planning relies on a countless number of assumptions. One assumption is that assets only flow in one direction: from … April 10, 2022 2 MIN READ
Estate Planning The Residential Property Condition Disclosure Act and Estate Planning: Lessons Learned from Rickard v. Coulimore In the recent case of Rickard v. Coulimore the plaintiff purchased the subject residential real estate from a living trust. … March 24, 2022 2 MIN READ
Estate Planning, Trustee, Trusts Golden Globe Winning Film Explores the Trust Industry Estate planning usually doesn’t come to mind when one thinks about award winning Hollywood movies. Most popular films are about … January 19, 2012 2 MIN READ
Asset Protection, Estate Planning, Popular Media, Revocable Trust Estate Planning Lessons from Rain Man The 1988 film Rain Man was directed by Barry Levinson and is cited by many people as a favorite film. … March 1, 2022 2 MIN READ
