Estate Planning IRA Trusts as a Protective Measure Once an individual decides to engage in comprehensive estate planning several concerns may arise. One of those concerns often involves … June 22, 2017 2 MIN READ
Estate Planning Non-Spouse IRA Inheritance We have written several aspects about the role IRAs can play in your comprehensive estate planning strategy as well as … June 20, 2017 2 MIN READ
Elder law estate planning, Financial Planning What are the Tax Rules of Gifts to Grandchildren? All grandparents want the best for their children and grandchildren and many take the initiative to set aside part of … June 20, 2017 2 MIN READ
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, Medicaid Planning Benefits and Programs for Elderly New Yorkers As an elderly resident of New York state age sixty years or older you have access to many programs benefits … January 30, 2015 4 MIN READ
Estate Planning Estate Disputes Continue in Estate of James Brown James Brown’s life was full of life music and manic energy. It was also full of broken marriages estranged children … December 31, 2014 3 MIN READ
Estate Planning 3 Invaluable Estate Planning Trusts You Should Consider Trusts are a nuanced part of estate planning and can make sure that assets are passed on to your loved … December 13, 2020 2 MIN READ
