Asset Protection, Estate Planning, Wills Recognizing the Dangers Associated with Designated Beneficiaries and Transfer on Death Accounts Transfer on death accounts pass on assets to an appointed beneficiary when the account holder passes away. When you establish … July 26, 2021 2 MIN READ
Long Term Care Planning How to Remain Engaged with a Loved One Who Enters a Nursing Home As they look towards the end of their lives most people want nothing more than to spend every day independent … July 24, 2021 2 MIN READ
Beneficiary Designation, Estate Administration, Estate Planning Recognizing the Challenge with Naming Minors as Beneficiaries Understandably many clients want to appoint children or grandchildren to receive their assets. Appointing a minor beneficiary directly to an … July 21, 2021 2 MIN READ
Caregiving, Elder Law Medicare for 60-Years Is Not Always the Best Deal President Biden as well as progressive Democrats have proposed lowering Medicare’s eligibility age to 60 to help older individuals obtain … July 19, 2021 2 MIN READ
Caregiving, Elder Law, Elder law estate planning Elderly with Functional Impairments at Higher Risk for Misuse of Prescription Drugs A recent study from the Centers for Disease Control and Prevention found that 22 percent of older adults in the … July 15, 2021 2 MIN READ
Asset Protection, Blended Families Estate Planning, Trustee Court Reverses Injunction against Co-Trustees In the recent Texas of Marshall v. Marshall a beneficiary initiated legal action against a trustee as well as five … July 13, 2021 2 MIN READ
Caregiving, Elder Law Gun Safety and the Elderly In the same ways that some elderly drivers prove dangerous behind the wheel firearms also prove dangerous in the hands … July 12, 2021 2 MIN READ
Estate Planning, Wills Utilizing Private Placement Life Insurance in Estate Planning As we proceed into 2021 and emerge from the COVID-19 pandemic many fundamental aspects of daily living have been challenged. … July 6, 2021 2 MIN READ
Estate Administration, Estate Planning After the Covid-19 Pandemic: Making Sure You Have the Critical Estate Planning Documents With the increasing availability of the COVID-19 vaccine and the rate of COVID deaths dropping in New York it’s a … July 2, 2021 2 MIN READ
Asset Protection, Estate Planning, Living Trusts Money in IRA May Be Left Directly to Heirs ot to Trusts MONEY LEFT IN IRA AT TIME OF PASSING NOT SUBJECT TO NORMAL IRA RULES This blog previously discussed the Supreme … March 18, 2016 2 MIN READ
Estate Planning Estate Disputes Continue in Estate of James Brown James Brown’s life was full of life music and manic energy. It was also full of broken marriages estranged children … December 31, 2014 3 MIN READ
Caregiving, Elder Law, Medicaid Planning, Senior Health Care The Impact Covid Has on Long-Term Care Insurance Over the last few years Covid-19 has caused many people to think deeply about health issues. Now that the height … June 16, 2022 2 MIN READ
