The Advantages Of Using Annuities In Estate Planning

February 7, 2023 | Estate Planning

There are many different ways to plan your estate, and one option you may want to consider is using annuities. Annuities can provide a number of advantages, including tax benefits and the ability to create a stream of income for your heirs. If you're looking for a way to maximize the value of your estate, […]

Making the Most of Your Estate with Irrevocable Income-Only Trusts

February 7, 2023 | Trust Administration

Having Your Cake and Eating It Too Recently a healthy single woman came to my office with the following demand: “Protect my money in case I ever enter a nursing home, make sure my children do not pay any capital gains tax on the appreciation of the assets, and protect my dignity and self-respect so […]

Qualified Personal Residence Trust or Personal Residence Trust: Which Is Right For You?

February 7, 2023 | Trust Administration

Estate planning can be a daunting process for anyone, but it's especially important to consider when dealing with personal residence trusts. Whether you choose a Qualified Personal Residence Trust (QPRT) or a Personal Residence Trust (PRT), there are both pros and cons that need to be weighed before making any decisions. In this blog post, […]

Should You Take Social Security Benefits at Age 62?

February 6, 2023 | Estate Planning

An 8.7% cost-of-living adjustment for 2023 will provide Social Security beneficiaries with the biggest boost in four decades.

Can New Blood Test Predict Alzheimer’s Disease?

February 3, 2023 | Estate Planning

Researchers from the University of Washington developed a laboratory test that can measure toxic amyloid proteins – known as amyloid beta oligomers – in blood samples and potentially detect Alzheimer’s disease years before symptoms develop.

Is Handwritten Instruction in Bible Valid to Update a Will?

February 2, 2023 | Estate Planning

A state appeals court has ruled that a handwritten instruction in a Bible that included only the first name of the writer was a valid codicil that changed a will.

What’s the Fight About for Leonard Cohen’s Estate?

February 1, 2023 | Estate Planning

Leonard Cohen had been burned before. So, in the years before his death in 2016, the “Hallelujah” singer and poet worked to secure most of his multi-million dollar estate for the benefit of his heirs — who are now fighting for total control of the Canadian musician’s assets, The Post has learned.

What Happens When There Is No Will?

January 31, 2023 | Estate Planning

Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.

What Should Not Be Kept in a Safe Deposit Box?

January 30, 2023 | Estate Planning

Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.

Some Dementia Warning Signs May Appear Years in Advance

January 27, 2023 | Estate Planning

As we grow older, many of us fear the possibility that we could be diagnosed with dementia. Few things are more frightening than the thought of losing our independence to this progressive disease. Researchers at the University of Cambridge now say signs of dementia may appear up to nine years in advance of when the illness is typically diagnosed.

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The Advantages Of Using Annuities In Estate Planning

Making the Most of Your Estate with Irrevocable Income-Only Trusts

Qualified Personal Residence Trust or Personal Residence Trust: Which Is Right For You?

Should You Take Social Security Benefits at Age 62?

Can New Blood Test Predict Alzheimer’s Disease?

Is Handwritten Instruction in Bible Valid to Update a Will?

What’s the Fight About for Leonard Cohen’s Estate?

What Happens When There Is No Will?

What Should Not Be Kept in a Safe Deposit Box?

Some Dementia Warning Signs May Appear Years in Advance

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