Asset Protection, Estate Planning Keeping Your Life and Assets Private Prince’s lack of estate planning in life has made quite a mess for his potential heirs as we have covered … September 14, 2016 2 MIN READ
Medicaid Applications, Medicaid Planning Massive Medicaid Fraud and Texas’ O.I.G Dollar Recovery Strategy Medicaid and Medicare frauds have been weighing heavily on states’ financial resources in the past years and New York is … July 31, 2012 3 MIN READ
Asset Protection, Estate Planning Revoking Your New York Will People are taught to hang onto important documents. Every person is instructed to hold onto deeds mortgages bank records and … July 14, 2016 2 MIN READ
Estate Planning Avoiding Probate in New York New York estate owners can avoid probate with stipulation of transfer-on-death (“TOD”) designation of assets within their will or estate … July 18, 2018 2 MIN READ
Estate Planning The Tax-exempt Benefits of Spousal Rollover IRAs Rules of required minimum distribution (“RMD”) within defined contribution plan retirement funds are usually relatively little while a participant is … July 16, 2018 2 MIN READ
Elder Law Anthony Bourdain Leaves Bulk of Estate to Daughter but Wife Could Contest According to reports celebrity chef Anthony Bourdain has left the bulk of his $1.2 million estate to his young daughter … July 16, 2018 2 MIN READ
New York Tax Law Rules of Domiciliary With President Trump’s recent immigration reforms impacting the domiciliary status of many New York residents estate trust administrators are faced … July 14, 2018 2 MIN READ
Research Shows Link Between Anxiety in Middle Age and Dementia Later in Life A recent study suggests that people with moderate to severe anxiety in middle age may be more likely to develop … July 10, 2018 2 MIN READ
The Trust as Fund Investor The primary benefit of trust and family foundation investment in stock funds is the transferability of those vested assets to … July 10, 2018 2 MIN READ
Inheritance Rights of Children with Unmarried Parents In the United States the inheritance rights of children with unmarried parents are virtually the same as those of children … July 7, 2018 2 MIN READ
How Will the New Tax Bill Impact Older Americans? The $1.5 trillion tax bill passed last year will likely have far reaching consequences on millions of seniors across the … July 5, 2018 2 MIN READ
Maximizing the Value of an Estate or Trust with Shareholder Transfers Legacy ownership of a business interest can continue to have control over an enterprise if that entity becomes part of … July 3, 2018 2 MIN READ
