Gift tax Gifting to Minors Gifting to minors raises some unique considerations. For one people under the age of eighteen lack the legal capacity to … October 6, 2023 2 MIN READ
Asset Protection, Irrevocable Trust, Medicaid Asset Protection Trust, Trusts Asset Protection is Inheritance Protection Two overriding questions govern your choices in an elder law estate plan. First what will happen to your assets when … September 8, 2023 2 MIN READ
Caregiving Aging Life Care Managers (ALCM) An Aging Life Care Manager (ALCM) is a health and human services specialist who acts as a guide and advocate … August 11, 2023 1 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Aging, Estate Administration, Probate, Wills You Cannot Disinherit Your Spouse New York law prevents spouses from being disinherited. Instead a spouse who is disinherited may go to court and claim … July 7, 2023 2 MIN READ
Aging Book Review: “The Good Life” by Robert Waldinger MD and Marc Schulz PhD Published this year “The Good Life” reports on the Harvard Study of Adult Development the longest scientific study of happiness … June 20, 2023 2 MIN READ
Elder Law, Elder law estate planning, Medicaid Applications, Medicaid Eligibility Qualifying for Medicaid to Pay for Long-Term Care Spend-down. Look-back. Penalty Period. Uncompensated Transfer. These are just some of the terms Medicaid uses to determine eligibility for long-term … June 1, 2023 2 MIN READ
Aging Health Benefits of Forgiveness Each one of us experience countless injustices in the course of everyday living. Like other experiences it is not the … May 26, 2023 2 MIN READ
Elder law estate planning, Financial Planning How the New Rules Under the Secure Act Changes the Way People Will Inherit Money The Setting Every Community Up for Retirement Enhancement Act of 2019 Pub. L. 116–94 was signed into law by President … May 12, 2020 2 MIN READ
Estate Planning Fiduciaries Cannot Transfer Real Property to Self The Supreme Court of North Dakota recently ruled on the issue of a fiduciary self-dealing when he was one of … June 29, 2015 2 MIN READ
Estate Planning The Smartest Ways for Grandparents to Help Pay for College More and more grandparents are now using some of the money that they have tucked away using retirement and estate … October 22, 2014 2 MIN READ
