Asset Protection, Estate Planning Tax Identification Numbers For Trusts Trusts are common estate planning tools in which a person can transfer ownership of assets to the trust. While this … December 3, 2016 2 MIN READ
Caregiving, Elder Law Dementia on the Decline and How it Impacts Elder Care A study released in late November in the JAMA Internal Medicine journal reported that dementia rates for individuals over the … December 2, 2016 2 MIN READ
Estate Planning Here Comes the Estate Plan – Estate Planning For Newlyweds Newly married couples are embarking on a whole new life together. This new life comes with a number of changes. … November 30, 2016 2 MIN READ
Asset Protection, Financial Planning Executors Trustees and Powers of Attorney: Blessing or Curse? When choosing the people you trust the most to serve as a part of your estate plan in any capacity … November 28, 2016 2 MIN READ
Caregiving Back to the Basics – The Gift Tax Putting your assets in an irrevocable trust has a number of benefits including: allowing the settlor also known as the … November 28, 2016 2 MIN READ
Asset Protection, Estate Planning The Pros and Cons of Adding Your Adult Child to Your Bank Account There comes a time in many people’s lives when their adult children begin to help out with daily tasks. For … November 25, 2016 2 MIN READ
Caregiving, Elder Law, Financial Planning Fiduciary Duties & The New Rule for Financial Advisors The New Rule When consulting a financial advisor we all assume that they would have our best interest in mind … November 22, 2016 2 MIN READ
Elder law estate planning The Importance of a Will: The Differences in the Estates of David Bowie and Prince David Bowie’s Estate This year we lost two music icons. While the death of Prince came as a surprise to … November 19, 2016 2 MIN READ
Estate Planning, Wills Making Your Estate Plan Your Own Your estate plan is a way for you to make very important decisions regarding the future of your personal property … November 16, 2016 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
