Asset Protection, Anticipating Tax Reform with Your Estate Planning Strategies The current makeup of the federal government makes it very likely that some type of tax reform will happen within … June 17, 2017 2 MIN READ
Caregiving, Elder Law Elder Law Estate Planning – Choosing the Right Trust for your Estate When deciding how to disburse assets in an estate many individuals decide to create a trust over a last will … June 16, 2017 2 MIN READ
Asset Protection, Estate Planning, The Difference Between a Trust and Payable on Death In the past a trust was something that seemed useless for many Americans. It was a term often used to … June 14, 2017 2 MIN READ
Estate Planning Estate Planning and Online Accounts For some people the term “estate planning” conjures up images of wealthy families complaining about the estate tax. However estate … June 12, 2017 3 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part III An important part of your estate plan is making sure that it provides for your heirs in the way you … June 10, 2017 2 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part II Each individual state has its own trusts and estates laws. While there are many similarities among these laws there are … June 8, 2017 2 MIN READ
Elder Law, Do Not Forget to Apply for SSI Death Benefits if You are a Surviving Spouse or Child The passing of a loved one is never an easy event. While families take time to grieve and mourn the … June 8, 2017 2 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part I Estate planning can be a difficult topic and is likely to touch on unpleasant emotions. However it is an important … June 5, 2017 2 MIN READ
Elder Law, Elders Caring for Spouses with Alzheimer’s Must Plan for Their Future Anyone with a spouse stricken by Alzheimer’s disease knows exactly how devastating the condition is on the patient and how … June 5, 2017 2 MIN READ
Estate Planning Understanding the Inheritance Tax There are a lot of considerations when it comes to comprehensive estate planning not the least of which is choosing … February 7, 2018 2 MIN READ
Asset Protection, Estate Administration, Estate Planning What You Should Know About Family Education Trusts Planning for your children’s educational needs is a worthwhile goal. Fortunately various options exist for satisfying this goal. A 529 … October 20, 2021 2 MIN READ
Caregiving, Elder Law, Inter Vivos Trusts – The Benefits of Creating a Living Trust In New York state individuals can place their estate into a trust to distribute to beneficiaries and thereby avoid lengthy … October 11, 2017 2 MIN READ