Estate Planning Bizarre Estate Feud Leads to Drive By Shooting One of the more unique estate planning feuds in recent memory remains under investigation three years following the death of … July 12, 2012 2 MIN READ
Estate Planning, Wills Hollywood Tragedy: A Life Lost Unexpectedly 2016 will not relent in claiming high profile celebrities. This week’s death was as tragic as it was needless. Anton … June 28, 2016 2 MIN READ
Asset Protection Protecting Assets From Previous Marriages And Yourself Protecting Your Estate The divorce rate in America has sat steady at just below 50 percent for decades now. From … September 3, 2016 2 MIN READ
Elder Law New Study Predicts Factors for Longer Life A recent study by the University of California San Diego School of Medicine suggests that women whose mothers lived healthy … October 27, 2018 2 MIN READ
Estate Planning New York DTF Valuation Standards and Estate Part II: The Appraisal Process The New York Department of Taxation and Finance (‘DTF”) recognizes the Office of Real Property Tax Services (“ORPTS”) and Appraisal … October 17, 2018 2 MIN READ
Estate Planning New York DTF Valuation Standards and Estate Part I: Valuation Standards Estate planning involves asset valuation for purposes of taxation financial and investment planning and future distribution to heirs and beneficiaries … October 14, 2018 2 MIN READ
Elder Law New York Estate Law on Revoking a Trust Creating a trust is one of several ways folks can pass on the fruits of their hard work to family … October 10, 2018 2 MIN READ
Estate Planning The 3-Tier System Rule of Third-Party Access Under the Revised UFADAA Since ratification of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) in 2015 the guidelines for third-party access … September 30, 2018 2 MIN READ
Caregiving, Elder Law Medicare Coverage for Mental Health Treatment Medicare helps seniors pay for a whole host of mental health treatment services including both inpatient and outpatient treatment services … September 26, 2018 2 MIN READ
International Trust Estate Planning a ‘Clifford Trust’ When planning an international trust a Clifford Trust will allow a grantor to transfer high net worth assets that produce … September 21, 2018 2 MIN READ
Elder Law Creating a Living Trust While Your Home Has a Due on Sale Clause Creating a living trust is one common way individuals plan their estates and keep valuable assets like homes and other … September 20, 2018 2 MIN READ
Cryptocurrency Risk: High Exposure Asset or Retirement Fund Disaster? When retirement investors are considering assets for estate or trust transfer one of the main priorities is the impact of … September 17, 2018 2 MIN READ