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 Why a Life-care Policy is a Value-added Investment New York insurance laws allow for insurance providers to offer insured seniors life-care policy coverage. A specialized form of insurance … November 9, 2018 2 MIN READ
Elder Law Federal Regulators Issue Warning About Risk of Cryptocurrencies Tied to Retirement Accounts The Securities and Exchange Commission (SEC) recently issued a warning to consumers about the risk associated with adding cryptocurrencies to … October 30, 2018 2 MIN READ
Estate Planning New York Homestead Exemption and Probate Homestead exemption protect property assets from probate. Properties recognized under laws of homestead are off-limits to creditors seeking attachment. New … October 27, 2018 2 MIN READ
Asset Protection, Estate Administration, Estate Planning Important Estate Planning Steps to Take after a Parent’s Death Losing a parent is not easy. While being prepared for the event might not make the emotional aspect any easier … November 15, 2019 2 MIN READ
Trusts Company Claims to Sell Social Security Numbers Maintaining your Social Security number is something we have all been told to keep close and to be wary of … December 21, 2016 2 MIN READ
Elder Law Court Says Caregivers Cannot Sue Alzheimer’s Patients The California Supreme Court ruled that people suffering from Alzheimer’s disease are not liable for injuries that they may cause … August 12, 2014 2 MIN READ
