We sometimes speak with people that have been negatively impacted by the estate planning mistakes of their deceased loved ones. These situations are disturbing because they could have been easily avoided. In an effort to spread awareness, we are going to share a few of these commonly made estate planning errors in this post. Automatic […]
Estate Planning
New York Community Medicaid Look Back Update
New York Community Medicaid does not have to be an item of mystery.  In this post, we are going to share some news about the Community Medicaid program because it will be of interest to informed senior citizens and their loved ones. Before we focus on that information, we will explain why this program should be […]
Four Tips to Help Minimize Estate Contest Risks
If you are going to make estate planning decisions that will not please someone that will be expecting a bequest, you have to consider the possibility of an estate contest. These situations are messy, and they negatively impact everyone in the family. In this post, we will share four tips that you can help you […]
Why Would You Use an Irrevocable Trust?
There are trusts that you can revoke, and there are also irrevocable trusts. When you hear this for the first time, you may wonder why you would establish a trust that you cannot revoke if you have an alternative. We will answer the question in this post. Incidents of Ownership If you have certain objectives, […]
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 inheritance list, and there is some type of solution to address any objective. With this in mind, we will look at estate planning for minor children in this post. Testamentary Trust A testamentary trust can be simply defined as a […]
Tax Proposals Could Alter Estate Planning Landscape
Senators Sanders and Whitehouse have introduced legislation in the Senate which would significantly alter the Estate Planning landscape. It would dramatically change the tools we use to plan for our clients. Time is of the essence. Read on to learn more.
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