Estate Planning Dead Man Walking or Dead Man’s Statute? In October 2018 new statutory legislation recommended by the Irish Law Reform Commission of the country’s cabinet considered a rule … December 16, 2018 3 MIN READ
Estate Planning Trump Tax Conundrum Will Likely Lead to Estate Rule Reform The news that the First Family protected their assets from additional taxation is now the subject of Congressional debate over … December 9, 2018 2 MIN READ
Estate Planning Why Millennials are Estate Planning Early For most millennials the thought of taking responsibility for end-of-life financial planning is a daunting if not unfathomable task. Estate … December 7, 2018 3 MIN READ
Estate Planning The Estate Risks of Nuncupative Will Formation The release of Stormy Daniels’ memoir Full Disclosure by St. Martin’s Press is a landmark case of a legal matter … December 3, 2018 2 MIN READ
Estate Planning Estate Planning for Entrepreneurs and Founders Part 3: Advanced Wealth and Estate Transfer The final step in a three (3) part series advanced wealth and estate transfer planning allows an estate owner to … December 1, 2018 2 MIN READ
Elder Law More Insurers Offering Medicare Advantage Plans to Help Seniors get Healthcare When open enrollment begins for Medicare many seniors across the country will notice an expanded range of health care plan … November 24, 2018 2 MIN READ
Estate Planning QTIP Trust Protects the Interests of Inheriting Children from Preceding Marriages The formation of a Qualified Terminable Interest Property (“QTIP”) trust is a tax-exempt estate planning option that allows for an … November 19, 2018 2 MIN READ
Estate Planning Trusts and Estates Planning for Same-Sex Couples QTIP Trust Planning for Same-Sex Couples When the United States Supreme Court struck down the Defense of Marriage Act (“DOMA”) … November 15, 2018 2 MIN READ
Estate Planning The Reinvestment Benefits of Viatical Settlement Viatical settlement has become a popular strategy for investors seeking immediate liquidity for end-of-life expenses. Distinct from other derivative products … November 11, 2018 2 MIN READ
Estate Planning, Wills Life Estates and the Generation-Skipping Transfer Tax When you make the decision to see an experienced estate planning attorney to make a comprehensive estate plan to safeguard … February 2, 2017 2 MIN READ
Elder Law, Senior Financial Exploitation Unauthorized Charges: Financial Exploitation at the Dentist’s Office Advice is often given about checking a senior relative’s bank statements frequently to identify potential theft. Large cash withdrawals donations … September 4, 2013 2 MIN READ
Estate Planning Can New York Probate Judges Reject Parts of a Last Will and Testament? A last will and testament is an important legal document that tells our loved ones and the government how we … January 26, 2019 2 MIN READ