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...]
Joint Tenancy Problems in Estate Planning
Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However,... [Read more...]
Why Would You Use an Irrevocable Trust?
There are trusts that you can revoke, and there are also irrevocable trusts. When you... [Read more...]
How Do You Include a Minor in Your Estate Plan?
There are different ways to transfer assets to the various people that are on your... [Read more...]
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