Many individuals think that if their estate is below a certain amount that they need... [Read more...]
Traditional IRA Changes Are on the Horizon
On December 20, 2019, the SECURE Act was enacted. It changed some of the individual... [Read more...]
On a Flight With an Estate Planning Lawyer
Imagine getting into a conversation with the person sitting next to you on a cross-country... [Read more...]
New York Community Medicaid Look Back Update
New York Community Medicaid does not have to be an item of mystery. In this post,... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in... [Read more...]
Taxation of Nongrantor Trusts
“Nongrantor” trusts are trusts which aren’t taxed to a substantial owner pursuant to the grantor... [Read more...]
Dangers of Do-It-Yourself Estate Planning
Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate... [Read more...]
Advantages of Using a “Grantor Trust” in Planning
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]
New York Community Medicaid Look Back Is Coming
We are going to look at a time sensitive matter related to Medicaid eligibility in... [Read more...]
Four Tips to Help Minimize Estate Contest Risks
If you are going to make estate planning decisions that will not please someone that... [Read more...]
The Role of the Estate Planning Attorney
Clients often come to an Estate Planning attorney with specific ideas in their minds. The... [Read more...]
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