There are many acronyms that are used in estate planning to represent certain legal devices.... [Read more...]
Inheritance Disputes Come to Reality TV
An inheritance dispute can wreak havoc with a family, especially if there is a lot... [Read more...]
Beware of Risky Estate Planning Shortcuts
If you were entering into a contract of some kind involving a lot of money... [Read more...]
Medicaid May Suddenly Become Relevant
People who have worked throughout their lives making good livings may feel as though Medicaid... [Read more...]
Is Chained CPI on the Way?
The executive branch has put together a budget proposal for the 2014 fiscal year, and... [Read more...]
What Happens If I Become Incapacitated?
It can be hard to relate to a time when you may be unable to... [Read more...]
Can I Use Joint Tenancy to Avoid Medicaid Recovery?
If you were to apply for Medicaid to pay for long-term care you have to... [Read more...]
When Should I Use My Gift/Estate Tax Exclusion?
High net worth individuals must be concerned about taxes on large asset transfers. We have... [Read more...]
Legacy Wealth Planning in Long Island NY: How It Differs from Traditional Estate Planning
Estate planning is a general term. The exact anatomy of an actual estate plan is... [Read more...]
Can I Leave a Tax-Free Inheritance to My Spouse?
You pay taxes throughout your life, but the event of your death can also be... [Read more...]
What Does a Power of Attorney Accomplish?
A power of attorney is a legally binding document that is used by a grantor... [Read more...]
Estate Planning in Smithtown NY: Taxes Are Only a Partial Concern
Estate planning definitely involves helping certain people gain estate tax efficiency. The federal estate tax... [Read more...]
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