Asset Protection, Estate Planning What Assets Go Through Probate In New York? Probate is the legal process that takes place after a person passes away. It typically involves submitting a valid will … October 17, 2016 2 MIN READ
Estate Planning IRS Allows Trust Modification Without Forfeiting Exemption A Recent Private Letter Ruling By The IRS Concluded That A Modification To A Faulty Fiduciary Provision Did Not Result … October 13, 2016 2 MIN READ
Caregiving Arbitration and Nursing Home Contracts In continued efforts to protect the rights of elders The Department of Health and Human Services has passed a rule … October 12, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills The Danger of Unrestricted Bequests and Gifts The Inheritance Left To University of New Hampshire By A Long Time Library Employee Was Spent In A Way That … October 11, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills IRS Rules Now Reflect Updated Same Sex Marriage Rulings New Department of the Treasury and Internal Revenue Service Final Regulations Now Reflect Supreme Court’s Obergefell v. Hodges and Windsor … October 9, 2016 2 MIN READ
Asset Protection, Estate Planning What You Need To Know About Multinational Estate Planning One of the more unique present day aspects of estate planning comes from the very mobile and connected nature that … October 5, 2016 2 MIN READ
Asset Protection, Caregiving, Elder Law The Emergency Preparedness Rule The Centers for Medicare and Medicaid Services finalized a rule recently in light of the most recent natural disasters in … September 29, 2016 2 MIN READ
Estate Planning Back to Basics: Your First Estate Planning Meeting The first time you meet with your estate planning attorney can be stressful and emotional. Many people go into the … September 28, 2016 2 MIN READ
Caregiving End of Life Counseling and Medicare Medicare was established by the federal government as a way to provide health insurance for people 65 years old and … September 25, 2016 2 MIN READ
Financial Planning, Inheritance Trusts Leaving an IRA to a Trust An IRA may not be transferred to a trust without causing the whole IRA to be taxed. The “I” in … October 10, 2024 4 MIN READ
What To Do When There are Multiple Wills Written: Which Takes Precedence? Over the course of your life you go through many stages. For some people that includes moving to and from … June 20, 2016 2 MIN READ
Newspaper Column Tax Issues On Death Executors and trustees, as fiduciaries of the estate, must identify, manage and protect estate assets, pay off creditors, distribute the … September 30, 2025 2 MIN READ
